Filed June 20, 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 9-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 | $40,629 | $62,127-34.6% | $81,382-50.1% | $74,495-45.5% |
| Participation rate | 19.8% | 64.0%-44.2pp | 69.5%-49.6pp | 67.2%-47.4pp |
| Annual return | 15.10% | 16.48%-1.4pp | 24.73%-9.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $648 | $1,882-65.6% | $2,463-73.7% | $2,623-75.3% |
| Participant deferral / active EE | $1,209 | $3,229-62.6% | $3,883-68.9% | $4,346-72.2% |
| Admin fee / account holder | $1,763 | $1,934-8.9% | $5,768-69.4% | $1,942-9.2% |