Filed April 7, 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 | $94,522 | $88,707+6.6% | $74,183+27.4% | $273,961-65.5% |
| Participation rate | 61.9% | 79.4%-17.5pp | 76.6%-14.7pp | 83.0%-21.1pp |
| Annual return | 9.12% | 11.94%-2.8pp | 17.74%-8.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $497 | $3,159-84.3% | $2,370-79.1% | $4,869-89.8% |
| Participant deferral / active EE | $3,269 | $4,212-22.4% | $3,550-7.9% | $5,287-38.2% |
| Admin fee / account holder | $806 | $8,717-90.8% | $5,586-85.6% | $10,132-92.0% |