Filed January 17, 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 | $24,277 | $81,460-70.2% | $103,333-76.5% | $80,856-70.0% |
| Participation rate | 60.4% | 66.8%-6.4pp | 74.5%-14.1pp | 67.6%-7.2pp |
| Annual return | 13.16% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $281 | $3,105-91.0% | $3,868-92.7% | $2,755-89.8% |
| Participant deferral / active EE | $1,833 | $3,869-52.6% | $5,057-63.8% | $4,296-57.3% |
| Admin fee / account holder | $1,310 | $6,566-80.0% | $8,355-84.3% | $6,918-81.1% |