Filed August 30, 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 | $47,759 | $56,199-15.0% | $67,652-29.4% | $59,632-19.9% |
| Participation rate | 51.2% | 71.5%-20.3pp | 75.7%-24.5pp | 68.7%-17.5pp |
| Annual return | -1.53% | 18505.31%-18506.8pp | 6625.04%-6626.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $732 | $2,844-74.2% | $3,560-79.4% | $3,192-77.1% |
| Admin fee / account holder | $10,547 | $3,958+166.5% | $4,821+118.8% | $4,297+145.5% |