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 | $79,526 | $58,523+35.9% | $99,443-20.0% | $72,985+9.0% |
| Participation rate | 63.8% | 64.6%-0.8pp | 73.8%-10.0pp | 69.5%-5.7pp |
| Annual return | 16.39% | 28.51%-12.1pp | 30.72%-14.3pp | 81.00%-64.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,143 | $2,606+59.0% | $3,619+14.5% | $3,607+14.9% |
| Admin fee / account holder | $8,118 | $4,102+97.9% | $6,250+29.9% | $5,124+58.4% |