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 | $158,996 | $117,841+34.9% | $102,423+55.2% | $145,922+9.0% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 16.37% | 31.65%-15.3pp | 29.32%-12.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $554 | $3,615-84.7% | $3,023-81.7% | $4,660-88.1% |
| Participant deferral / active EE | $4,101 | $5,731-28.4% | $5,053-18.8% | $6,688-38.7% |
| Admin fee / account holder | $8,321 | $13,326-37.6% | $9,451-12.0% | $13,397-37.9% |