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 | $36,392 | $59,101-38.4% | $77,163-52.8% | $75,163-51.6% |
| Participation rate | 22.8% | 63.9%-41.1pp | 69.6%-46.8pp | 67.2%-44.4pp |
| Annual return | 19.83% | 26.71%-6.9pp | 37.87%-18.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $592 | $2,999-80.2% | $3,833-84.5% | $4,125-85.6% |
| Admin fee / account holder | $682 | $4,774-85.7% | $5,472-87.5% | $5,651-87.9% |