Filed August 1, 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.
Employer 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 | $42,301 | $56,199-24.7% | $67,652-37.5% | $59,632-29.1% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | 1.25% | 18505.31%-18504.1pp | 6625.04%-6623.8pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $188 | $1,614-88.4% | $2,266-91.7% | $2,203-91.5% |
| Participant deferral / active EE | $1,569 | $2,844-44.8% | $3,560-55.9% | $3,192-50.8% |
| Admin fee / account holder | $5,987 | $3,958+51.3% | $4,821+24.2% | $4,297+39.3% |