Filed March 29, 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 | $43,692 | $110,094-60.3% | $151,611-71.2% | $68,494-36.2% |
| Participation rate | 68.1% | 84.0%-15.9pp | 87.5%-19.4pp | 67.9%+0.2pp |
| Annual return | -10.26% | -10.12%-0.1pp | 3.33%-13.6pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,516 | $4,471-66.1% | $6,166-75.4% | $2,596-41.6% |
| Participant deferral / active EE | $2,904 | $6,527-55.5% | $8,363-65.3% | $4,027-27.9% |
| Admin fee / account holder | $2,523 | $7,719-67.3% | $11,616-78.3% | $5,403-53.3% |