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.
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,884 | $118,427-81.5% | $66,042-66.9% | $142,382-84.6% |
| Participation rate | 60.0% | 68.1%-8.1pp | 67.5%-7.5pp | 80.1%-20.1pp |
| Annual return | 10.75% | 35.57%-24.8pp | 52.11%-41.4pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,628 | $2,570-36.6% | $1,579+3.1% | $4,299-62.1% |
| Participant deferral / active EE | $108 | $4,311-97.5% | $2,835-96.2% | $6,507-98.3% |
| Admin fee / account holder | $7,337 | $9,593-23.5% | $5,747+27.7% | $12,624-41.9% |