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.
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 | $29,033 | $48,570-40.2% | $130,648-77.8% | $72,985-60.2% |
| Participation rate | 44.3% | 58.6%-14.3pp | 71.7%-27.5pp | 69.5%-25.2pp |
| Annual return | 23.58% | 38.63%-15.0pp | 1708.96%-1685.4pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,142 | $2,384-10.1% | $3,603-40.5% | $3,607-40.6% |
| Admin fee / account holder | $6,554 | $3,549+84.7% | $5,464+19.9% | $5,124+27.9% |