Filed September 21, 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 | $58,258 | $137,414-57.6% | $189,513-69.3% | $85,850-32.1% |
| Participation rate | 63.3% | 84.6%-21.3pp | 87.8%-24.5pp | 69.3%-6.0pp |
| Annual return | 38.81% | 38.14%+0.7pp | 555.15%-516.3pp | 318.53%-279.7pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,466 | $6,260-60.6% | $8,221-70.0% | $3,952-37.6% |
| Admin fee / account holder | $3,748 | $8,630-56.6% | $12,045-68.9% | $6,260-40.1% |