Filed March 9, 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 | $29,094 | $73,867-60.6% | $143,757-79.8% | $68,494-57.5% |
| Participation rate | 23.4% | 66.7%-43.3pp | 80.3%-56.9pp | 67.9%-44.5pp |
| Annual return | -12.22% | 1.01%-13.2pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $765 | $3,384-77.4% | $5,637-86.4% | $4,027-81.0% |
| Admin fee / account holder | $1,975 | $5,755-65.7% | $14,673-86.5% | $5,403-63.5% |