Filed April 6, 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 | $41,628 | $69,977-40.5% | $108,579-61.7% | $62,891-33.8% |
| Participation rate | 28.1% | 72.9%-44.8pp | 79.6%-51.4pp | 69.3%-41.2pp |
| Annual return | 9.96% | 10.73%-0.8pp | -51.70%+61.7pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $914 | $3,165-71.1% | $4,311-78.8% | $3,203-71.5% |
| Admin fee / account holder | $12,652 | $5,076+149.2% | $7,645+65.5% | $4,296+194.5% |