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 | $38,161 | $54,350-29.8% | $82,719-53.9% | $68,494-44.3% |
| Participation rate | 29.7% | 63.9%-34.2pp | 72.6%-42.8pp | 67.9%-38.2pp |
| Annual return | -17.37% | -13.67%-3.7pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,731 | $3,246-46.7% | $4,395-60.6% | $4,027-57.0% |
| Admin fee / account holder | $5,249 | $4,395+19.4% | $5,329-1.5% | $5,403-2.8% |