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 5-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 | $24,384 | $123,909-80.3% | $69,647-65.0% | $145,922-83.3% |
| Participation rate | 30.4% | 69.2%-38.8pp | 66.5%-36.0pp | 80.3%-49.8pp |
| Annual return | 19.79% | 190.55%-170.8pp | 100.48%-80.7pp | 561.29%-541.5pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,020 | $4,236-75.9% | $2,886-64.7% | $6,688-84.8% |
| Admin fee / account holder | $1,315 | $7,863-83.3% | $4,713-72.1% | $13,397-90.2% |