Filed May 10, 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 | $56,510 | $67,606-16.4% | $82,313-31.3% | $70,131-19.4% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.9%-38.4pp | 69.5%-31.1pp |
| Annual return | 12.16% | 21.57%-9.4pp | 25.88%-13.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $50 | $2,987-98.3% | $3,706-98.7% | $3,332-98.5% |
| Admin fee / account holder | $909 | $4,512-79.9% | $5,608-83.8% | $4,645-80.4% |