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 | $57,758 | $56,317+2.6% | $71,209-18.9% | $74,304-22.3% |
| Participation rate | 22.7% | 55.1%-32.4pp | 73.8%-51.0pp | 60.3%-37.6pp |
| Annual return | 17.36% | 42.83%-25.5pp | 282.51%-265.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $20 | $2,160-99.1% | $2,721-99.3% | $2,241-99.1% |
| Participant deferral / active EE | $799 | $2,788-71.3% | $4,175-80.9% | $3,767-78.8% |
| Admin fee / account holder | $3,885 | $2,290+69.7% | $5,349-27.4% | $2,969+30.9% |