Filed April 14, 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 | $69,070 | $95,416-27.6% | $185,823-62.8% | $85,850-19.5% |
| Participation rate | 48.6% | 68.8%-20.2pp | 81.7%-33.1pp | 69.3%-20.7pp |
| Annual return | 13.85% | 23.59%-9.7pp | 122.05%-108.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $951 | $3,314-71.3% | $5,167-81.6% | $2,565-62.9% |
| Participant deferral / active EE | $3,098 | $3,423-9.5% | $5,568-44.4% | $3,952-21.6% |
| Admin fee / account holder | $27,459 | $7,213+280.7% | $16,237+69.1% | $6,260+338.6% |