Filed July 28, 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 | $100,782 | $163,101-38.2% | $136,749-26.3% | $142,382-29.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 9.74% | 27.54%-17.8pp | 24.33%-14.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $476 | $4,117-88.4% | $3,400-86.0% | $4,299-88.9% |
| Participant deferral / active EE | $2,068 | $5,585-63.0% | $4,692-55.9% | $6,507-68.2% |
| Admin fee / account holder | $15,454 | $14,318+7.9% | $11,386+35.7% | $12,624+22.4% |