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 | $54,707 | $138,347-60.5% | $184,203-70.3% | $80,856-32.3% |
| Participation rate | 62.0% | 83.9%-21.9pp | 86.8%-24.8pp | 67.6%-5.7pp |
| Annual return | 19.42% | 20.02%-0.6pp | 28.81%-9.4pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,525 | $4,850-68.6% | $6,427-76.3% | $2,755-44.6% |
| Participant deferral / active EE | $2,876 | $7,071-59.3% | $9,131-68.5% | $4,296-33.0% |
| Admin fee / account holder | $5,347 | $10,483-49.0% | $13,901-61.5% | $6,918-22.7% |