Filed August 29, 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 9-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 | $31,665 | $54,762-42.2% | $90,281-64.9% | $72,985-56.6% |
| Participation rate | 62.9% | 65.1%-2.3pp | 73.3%-10.4pp | 69.5%-6.6pp |
| Annual return | 25.62% | 30.63%-5.0pp | 78.10%-52.5pp | 81.00%-55.4pp |
| Employer contribution / active EE | $104 | $2,092-95.0% | $2,854-96.4% | $2,440-95.7% |
| Participant deferral / active EE | $2,784 | $2,887-3.6% | $3,885-28.4% | $3,607-22.8% |
| Admin fee / account holder | $2,778 | $3,972-30.1% | $5,351-48.1% | $5,124-45.8% |