Filed July 12, 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.
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 | $12,228 | $52,380-76.7% | $98,755-87.6% | $85,850-85.8% |
| Participation rate | 17.9% | 58.0%-40.1pp | 65.7%-47.9pp | 69.3%-51.5pp |
| Annual return | 18.41% | 25.82%-7.4pp | 49.91%-31.5pp | 318.53%-300.1pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $895 | $2,101-57.4% | $3,035-70.5% | $3,952-77.4% |
| Admin fee / account holder | $1,148 | $3,865-70.3% | $4,076-71.8% | $6,260-81.7% |