Filed February 23, 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.
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 | $21,212 | $54,229-60.9% | $70,092-69.7% | $68,494-69.0% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | -17.30% | -13.87%-3.4pp | 190.73%-208.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $99 | $2,018-95.1% | $2,559-96.1% | $2,596-96.2% |
| Participant deferral / active EE | $1,126 | $2,956-61.9% | $3,849-70.8% | $4,027-72.1% |
| Admin fee / account holder | $2,879 | $4,694-38.7% | $6,267-54.1% | $5,403-46.7% |