Filed March 10, 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 | $59,088 | $41,377+42.8% | $109,313-45.9% | $62,891-6.0% |
| Participation rate | 59.5% | 57.5%+2.0pp | 71.3%-11.7pp | 69.3%-9.8pp |
| Annual return | 8.33% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,349 | $1,276+5.7% | $3,892-65.3% | $2,281-40.9% |
| Participant deferral / active EE | $2,388 | $2,045+16.8% | $3,166-24.6% | $3,203-25.5% |
| Admin fee / account holder | $685 | $2,884-76.2% | $5,666-87.9% | $4,296-84.0% |