Filed January 6, 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 | $80,759 | $53,777+50.2% | $134,143-39.8% | $79,858+1.1% |
| Participation rate | 25.6% | 58.8%-33.2pp | 72.2%-46.6pp | 69.6%-44.1pp |
| Annual return | 17.57% | 19.01%-1.4pp | 36.33%-18.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $234 | $1,321-82.3% | $3,704-93.7% | $2,471-90.5% |
| Participant deferral / active EE | $2,639 | $2,420+9.0% | $3,499-24.6% | $3,740-29.4% |
| Admin fee / account holder | $10,154 | $3,984+154.9% | $6,684+51.9% | $5,306+91.4% |