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 | $95,214 | $63,861+49.1% | $104,607-9.0% | $79,858+19.2% |
| Participation rate | 52.7% | 64.9%-12.2pp | 74.1%-21.4pp | 69.6%-16.9pp |
| Annual return | 11.34% | 21.30%-10.0pp | 340.46%-329.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,785 | $2,693+3.4% | $3,740-25.5% | $3,740-25.5% |
| Admin fee / account holder | $6,743 | $4,185+61.1% | $6,473+4.2% | $5,306+27.1% |