Filed July 25, 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 | $100,529 | $65,561+53.3% | $86,188+16.6% | $75,163+33.7% |
| Participation rate | 53.6% | 60.5%-6.9pp | 69.0%-15.3pp | 67.2%-13.6pp |
| Annual return | 18.96% | 46.05%-27.1pp | 1168.45%-1149.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,043 | $3,024+0.6% | $3,985-23.7% | $4,125-26.2% |
| Admin fee / account holder | $8,712 | $5,474+59.2% | $6,852+27.2% | $5,651+54.2% |