Filed January 17, 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 | $143,940 | $56,897+153.0% | $84,750+69.8% | $62,891+128.9% |
| Participation rate | 44.8% | 68.5%-23.7pp | 76.6%-31.8pp | 69.3%-24.5pp |
| Annual return | 10.74% | 6.30%+4.4pp | 22.78%-12.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $317 | $2,400-86.8% | $3,574-91.1% | $2,281-86.1% |
| Participant deferral / active EE | $2,619 | $2,709-3.3% | $3,712-29.4% | $3,203-18.2% |
| Admin fee / account holder | $17,794 | $3,581+396.9% | $5,332+233.7% | $4,296+314.2% |