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 | $45,575 | $54,350-16.1% | $82,719-44.9% | $68,494-33.5% |
| Participation rate | 16.9% | 63.9%-47.0pp | 72.6%-55.6pp | 67.9%-50.9pp |
| Annual return | -10.60% | -13.67%+3.1pp | 701.18%-711.8pp | -7.84%-2.8pp |
| Employer contribution / active EE | $296 | $2,218-86.6% | $3,009-90.2% | $2,596-88.6% |
| Participant deferral / active EE | $495 | $3,246-84.8% | $4,395-88.7% | $4,027-87.7% |
| Admin fee / account holder | $5,511 | $4,395+25.4% | $5,329+3.4% | $5,403+2.0% |