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 | $62,565 | $58,694+6.6% | $142,863-56.2% | $85,850-27.1% |
| Participation rate | 42.0% | 58.5%-16.5pp | 71.9%-29.9pp | 69.3%-27.3pp |
| Annual return | 30.84% | 27.72%+3.1pp | 5637.54%-5606.7pp | 318.53%-287.7pp |
| Employer contribution / active EE | $234 | $1,423-83.5% | $4,144-94.3% | $2,565-90.9% |
| Participant deferral / active EE | $1,172 | $2,607-55.1% | $3,837-69.5% | $3,952-70.4% |
| Admin fee / account holder | $377 | $4,239-91.1% | $6,560-94.3% | $6,260-94.0% |