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 | $32,454 | $80,717-59.8% | $154,803-79.0% | $84,808-61.7% |
| Participation rate | 43.1% | 66.8%-23.7pp | 78.1%-34.9pp | 68.3%-25.2pp |
| Annual return | 13.36% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,090 | $3,303-36.7% | $5,540-62.3% | $4,212-50.4% |
| Admin fee / account holder | $378 | $6,746-94.4% | $14,329-97.4% | $7,344-94.9% |