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 | $47,916 | $49,173-2.6% | $121,098-60.4% | $75,163-36.3% |
| Participation rate | 40.8% | 55.4%-14.6pp | 69.5%-28.7pp | 67.2%-26.4pp |
| Annual return | 16.73% | 55.99%-39.3pp | 985.75%-969.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $203 | $1,546-86.9% | $4,164-95.1% | $2,670-92.4% |
| Participant deferral / active EE | $1,015 | $2,628-61.4% | $4,080-75.1% | $4,125-75.4% |
| Admin fee / account holder | $9,812 | $3,942+148.9% | $5,644+73.8% | $5,651+73.6% |