Filed February 27, 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 4-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 | $43,470 | $82,664-47.4% | $125,339-65.3% | $68,494-36.5% |
| Participation rate | 69.4% | 75.0%-5.7pp | 82.4%-13.0pp | 67.9%+1.5pp |
| Annual return | 1.16% | -5.97%+7.1pp | 572.05%-570.9pp | -7.84%+9.0pp |
| Employer contribution / active EE | $184 | $3,381-94.6% | $4,814-96.2% | $2,596-92.9% |
| Participant deferral / active EE | $3,538 | $6,110-42.1% | $7,446-52.5% | $4,027-12.1% |
| Admin fee / account holder | $2,921 | $6,275-53.4% | $10,010-70.8% | $5,403-45.9% |