Filed April 26, 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 | $13,565 | $76,000-82.2% | $154,107-91.2% | $64,186-78.9% |
| Participation rate | 52.8% | 70.4%-17.6pp | 83.0%-30.3pp | 69.6%-16.8pp |
| Annual return | 6.89% | 30.32%-23.4pp | 735.12%-728.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $797 | $3,175-74.9% | $5,081-84.3% | $3,470-77.0% |
| Admin fee / account holder | $1,496 | $5,596-73.3% | $13,411-88.8% | $4,888-69.4% |