Filed March 4, 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.
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 | $60,947 | $58,264+4.6% | $86,612-29.6% | $71,457-14.7% |
| Participation rate | 29.6% | 65.0%-35.4pp | 71.7%-42.1pp | 67.9%-38.3pp |
| Annual return | 23.43% | 21.63%+1.8pp | 591.07%-567.6pp | 28.85%-5.4pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $967 | $3,436-71.8% | $4,438-78.2% | $4,289-77.4% |
| Admin fee / account holder | $4,805 | $1,057+354.5% | $5,614-14.4% | $1,587+202.7% |