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 | $81,787 | $96,484-15.2% | $156,263-47.7% | $74,304+10.1% |
| Participation rate | 61.9% | 67.7%-5.7pp | 78.9%-17.0pp | 60.3%+1.6pp |
| Annual return | 19.08% | 17.73%+1.4pp | 59.47%-40.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,194 | $4,286+21.2% | $6,158-15.7% | $3,767+37.9% |
| Admin fee / account holder | $4,405 | $3,728+18.2% | $14,255-69.1% | $2,969+48.4% |