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 | $31,549 | $49,177-35.8% | $79,464-60.3% | $64,186-50.8% |
| Participation rate | 20.6% | 65.0%-44.4pp | 73.3%-52.7pp | 69.6%-48.9pp |
| Annual return | 4.85% | -1.16%+6.0pp | 718.14%-713.3pp | 7.63%-2.8pp |
| Employer contribution / active EE | $334 | $2,076-83.9% | $2,800-88.1% | $2,381-86.0% |
| Participant deferral / active EE | $665 | $2,821-76.4% | $3,704-82.1% | $3,470-80.8% |
| Admin fee / account holder | $4,341 | $3,839+13.1% | $5,113-15.1% | $4,888-11.2% |