Filed August 1, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,420 | $41,377-31.3% | $109,313-74.0% | $62,891-54.8% |
| Participation rate | 51.6% | 57.5%-5.9pp | 71.3%-19.7pp | 69.3%-17.7pp |
| Annual return | 8.11% | 11.05%-2.9pp | 22.07%-14.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $328 | $1,276-74.3% | $3,892-91.6% | $2,281-85.6% |
| Participant deferral / active EE | $679 | $2,045-66.8% | $3,166-78.6% | $3,203-78.8% |
| Admin fee / account holder | $3,231 | $2,884+12.0% | $5,666-43.0% | $4,296-24.8% |