Filed April 9, 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 | $45,187 | $53,777-16.0% | $134,143-66.3% | $79,858-43.4% |
| Participation rate | 42.3% | 58.8%-16.5pp | 72.2%-29.9pp | 69.6%-27.3pp |
| Annual return | 18.98% | 19.01%0pp | 36.33%-17.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $194 | $1,321-85.3% | $3,704-94.8% | $2,471-92.2% |
| Participant deferral / active EE | $969 | $2,420-59.9% | $3,499-72.3% | $3,740-74.1% |
| Admin fee / account holder | $755 | $3,984-81.0% | $6,684-88.7% | $5,306-85.8% |