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 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 | $100,953 | $72,404+39.4% | $110,238-8.4% | $64,186+57.3% |
| Participation rate | 57.8% | 73.3%-15.6pp | 79.8%-22.0pp | 69.6%-11.8pp |
| Annual return | -5.27% | -6.29%+1.0pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $687 | $2,282-69.9% | $3,826-82.0% | $2,381-71.1% |
| Participant deferral / active EE | $1,527 | $3,469-56.0% | $4,672-67.3% | $3,470-56.0% |
| Admin fee / account holder | $4,408 | $5,664-22.2% | $8,547-48.4% | $4,888-9.8% |