Filed May 19, 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 | $21,659 | $57,065-62.0% | $75,670-71.4% | $70,131-69.1% |
| Participation rate | 0.0% | 68.1%-68.1pp | 72.3%-72.3pp | 69.5%-69.5pp |
| Annual return | 19.82% | 23.57%-3.7pp | 27.34%-7.5pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $701 | $2,580-72.8% | $3,142-77.7% | $3,332-79.0% |
| Admin fee / account holder | $699 | $3,825-81.7% | $5,800-87.9% | $4,645-85.0% |