Filed January 23, 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.
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 | $69,799 | $53,777+29.8% | $134,143-48.0% | $79,858-12.6% |
| Participation rate | 68.5% | 58.8%+9.7pp | 72.2%-3.7pp | 69.6%-1.1pp |
| Annual return | 21.25% | 19.01%+2.2pp | 36.33%-15.1pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,827 | $1,321+38.2% | $3,704-50.7% | $2,471-26.1% |
| Participant deferral / active EE | $4,234 | $2,420+74.9% | $3,499+21.0% | $3,740+13.2% |
| Admin fee / account holder | $2,820 | $3,984-29.2% | $6,684-57.8% | $5,306-46.9% |