Filed March 8, 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 | $39,599 | $81,248-51.3% | $155,509-74.5% | $80,856-51.0% |
| Participation rate | 31.0% | 66.2%-35.3pp | 78.2%-47.2pp | 67.6%-36.7pp |
| Annual return | 13.10% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,780 | $3,452-48.4% | $5,626-68.4% | $4,296-58.6% |
| Admin fee / account holder | $953 | $7,997-88.1% | $15,912-94.0% | $6,918-86.2% |