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 | $21,468 | $63,346-66.1% | $92,233-76.7% | $70,131-69.4% |
| Participation rate | 43.9% | 68.7%-24.8pp | 76.5%-32.6pp | 69.5%-25.6pp |
| Annual return | 15.77% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $200 | $2,471-91.9% | $3,679-94.6% | $2,342-91.5% |
| Participant deferral / active EE | $1,235 | $2,854-56.7% | $3,897-68.3% | $3,332-62.9% |
| Admin fee / account holder | $3,813 | $3,840-0.7% | $5,194-26.6% | $4,645-17.9% |