Filed July 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.
Participant 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 | $157,381 | $80,673+95.1% | $101,326+55.3% | $84,808+85.6% |
| Participation rate | 50.7% | 77.8%-27.1pp | 81.5%-30.8pp | 68.3%-17.6pp |
| Annual return | 22.89% | 38.95%-16.1pp | 36.82%-13.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,980 | $2,698-26.6% | $3,665-46.0% | $2,631-24.7% |
| Participant deferral / active EE | $2,782 | $6,840-59.3% | $7,994-65.2% | $4,212-33.9% |
| Admin fee / account holder | $35,091 | $12,784+174.5% | $11,185+213.7% | $7,344+377.8% |