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 | $85,831 | $92,222-6.9% | $76,768+11.8% | $135,375-36.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | 9.31% | 5.46%+3.9pp | 2.43%+6.9pp | 519.73%-510.4pp |
| Employer contribution / active EE | $545 | $3,216-83.1% | $2,485-78.1% | $4,779-88.6% |
| Participant deferral / active EE | $3,502 | $4,509-22.3% | $3,852-9.1% | $5,609-37.6% |
| Admin fee / account holder | $3,431 | $10,748-68.1% | $6,675-48.6% | $10,827-68.3% |