Filed January 30, 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 4-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 | $67,844 | $88,083-23.0% | $164,813-58.8% | $74,495-8.9% |
| Participation rate | 67.1% | 73.0%-5.9pp | 78.6%-11.5pp | 67.2%-0.1pp |
| Annual return | 14.07% | 17.26%-3.2pp | 69.93%-55.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,085 | $4,498+35.3% | $6,031+0.9% | $4,346+40.0% |
| Admin fee / account holder | $5,956 | $2,234+166.6% | $12,690-53.1% | $1,942+206.7% |