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 | $50,710 | $110,094-53.9% | $151,611-66.6% | $68,494-26.0% |
| Participation rate | 54.8% | 84.0%-29.1pp | 87.5%-32.7pp | 67.9%-13.0pp |
| Annual return | -14.05% | -10.12%-3.9pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,288 | $6,527-64.9% | $8,363-72.6% | $4,027-43.2% |
| Admin fee / account holder | $3,398 | $7,719-56.0% | $11,616-70.7% | $5,403-37.1% |