Filed June 16, 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 | $54,462 | $53,596+1.6% | $90,645-39.9% | $64,186-15.1% |
| Participation rate | 69.2% | 64.5%+4.7pp | 74.0%-4.8pp | 69.6%-0.3pp |
| Annual return | -4.85% | 4.41%-9.3pp | 1.88%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,277 | $2,459+74.0% | $3,425+24.9% | $3,470+23.3% |
| Admin fee / account holder | $3,328 | $3,868-14.0% | $4,994-33.4% | $4,888-31.9% |