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 | $30,529 | $53,777-43.2% | $134,143-77.2% | $79,858-61.8% |
| Participation rate | 57.7% | 58.8%-1.0pp | 72.2%-14.4pp | 69.6%-11.9pp |
| Annual return | 12.08% | 19.01%-6.9pp | 36.33%-24.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,698 | $2,420+11.5% | $3,499-22.9% | $3,740-27.9% |
| Admin fee / account holder | $1,737 | $3,984-56.4% | $6,684-74.0% | $5,306-67.3% |