Filed March 21, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,846 | $58,577-30.3% | $83,333-51.0% | $64,186-36.4% |
| Participation rate | 49.1% | 72.0%-22.9pp | 77.8%-28.7pp | 69.6%-20.5pp |
| Annual return | -0.88% | 9.65%-10.5pp | 10.63%-11.5pp | 7.63%-8.5pp |
| Employer contribution / active EE | $578 | $2,098-72.5% | $3,379-82.9% | $2,381-75.7% |
| Participant deferral / active EE | $1,188 | $4,654-74.5% | $5,565-78.7% | $3,470-65.8% |
| Admin fee / account holder | $417 | $9,275-95.5% | $7,510-94.4% | $4,888-91.5% |