Filed July 25, 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 | $67,853 | $58,828+15.3% | $77,999-13.0% | $62,891+7.9% |
| Participation rate | 60.5% | 71.1%-10.5pp | 75.5%-15.0pp | 69.3%-8.8pp |
| Annual return | 7.79% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | -$1,585 | $1,672-194.8% | $2,470-164.2% | $2,281-169.5% |
| Participant deferral / active EE | $2,048 | $2,686-23.7% | $3,497-41.4% | $3,203-36.0% |
| Admin fee / account holder | $5,277 | $4,393+20.1% | $5,480-3.7% | $4,296+22.8% |