Filed February 21, 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.
Participant 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 | $32,153 | $45,863-29.9% | $77,024-58.3% | $68,494-53.1% |
| Participation rate | 13.1% | 55.9%-42.8pp | 67.9%-54.8pp | 67.9%-54.8pp |
| Annual return | -14.13% | 1.72%-15.9pp | 42.32%-56.4pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $229 | $2,962-92.3% | $4,426-94.8% | $4,027-94.3% |
| Admin fee / account holder | $13,905 | $3,041+357.3% | $5,425+156.3% | $5,403+157.4% |