Filed April 3, 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 | $27,488 | $58,828-53.3% | $77,999-64.8% | $62,891-56.3% |
| Participation rate | 60.6% | 71.1%-10.5pp | 75.5%-14.9pp | 69.3%-8.7pp |
| Annual return | 5.79% | 17.16%-11.4pp | 425.96%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,421 | $2,686-9.9% | $3,497-30.8% | $3,203-24.4% |
| Admin fee / account holder | $6,259 | $4,393+42.5% | $5,480+14.2% | $4,296+45.7% |