Filed January 30, 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 | $142,034 | $57,065+148.9% | $75,670+87.7% | $70,131+102.5% |
| Participation rate | 30.3% | 68.1%-37.8pp | 72.3%-42.0pp | 69.5%-39.2pp |
| Annual return | 35.01% | 23.57%+11.4pp | 27.34%+7.7pp | 73.14%-38.1pp |
| Employer contribution / active EE | $175 | $1,817-90.4% | $2,352-92.6% | $2,342-92.5% |
| Participant deferral / active EE | $1,166 | $2,580-54.8% | $3,142-62.9% | $3,332-65.0% |
| Admin fee / account holder | $3,323 | $3,825-13.1% | $5,800-42.7% | $4,645-28.5% |