Filed July 29, 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 | $45,100 | $67,606-33.3% | $82,313-45.2% | $70,131-35.7% |
| Participation rate | 63.8% | 72.8%-9.0pp | 76.9%-13.1pp | 69.5%-5.7pp |
| Annual return | 21.73% | 21.57%+0.2pp | 25.88%-4.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,038 | $2,987-31.8% | $3,706-45.0% | $3,332-38.8% |
| Admin fee / account holder | $6,991 | $4,512+54.9% | $5,608+24.7% | $4,645+50.5% |