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 | $59,567 | $148,978-60.0% | $200,582-70.3% | $84,808-29.8% |
| Participation rate | 65.6% | 84.2%-18.6pp | 86.9%-21.3pp | 68.3%-2.7pp |
| Annual return | 14.88% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,967 | $4,815-59.1% | $6,419-69.4% | $2,631-25.2% |
| Participant deferral / active EE | $3,016 | $7,142-57.8% | $9,331-67.7% | $4,212-28.4% |
| Admin fee / account holder | $10,243 | $13,977-26.7% | $16,305-37.2% | $7,344+39.5% |