Filed January 6, 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 | $26,780 | $56,357-52.5% | $104,294-74.3% | $68,494-60.9% |
| Participation rate | 21.6% | 63.3%-41.6pp | 73.3%-51.6pp | 67.9%-46.3pp |
| Annual return | -4.77% | -9.19%+4.4pp | 24.61%-29.4pp | -7.84%+3.1pp |
| Employer contribution / active EE | $774 | $1,960-60.5% | $3,372-77.1% | $2,596-70.2% |
| Participant deferral / active EE | $940 | $3,077-69.4% | $4,625-79.7% | $4,027-76.6% |
| Admin fee / account holder | $16,415 | $4,903+234.8% | $7,339+123.6% | $5,403+203.8% |