Filed April 5, 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 | $42,917 | $59,417-27.8% | $93,606-54.2% | $74,495-42.4% |
| Participation rate | 16.7% | 59.7%-43.0pp | 68.7%-52.1pp | 67.2%-50.5pp |
| Annual return | 16.61% | 81.83%-65.2pp | 133.20%-116.6pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $244 | $1,264-80.7% | $2,420-89.9% | $2,623-90.7% |
| Participant deferral / active EE | $1,568 | $3,050-48.6% | $4,411-64.5% | $4,346-63.9% |
| Admin fee / account holder | $2,105 | $3,021-30.3% | $8,285-74.6% | $1,942+8.4% |