Filed April 2, 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 | $216,191 | $183,519+17.8% | $155,509+39.0% | $145,922+48.2% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 19.40% | 61.17%-41.8pp | 64.67%-45.3pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,993 | $5,313-62.5% | $4,672-57.3% | $4,660-57.2% |
| Participant deferral / active EE | $5,314 | $6,462-17.8% | $5,626-5.6% | $6,688-20.5% |
| Admin fee / account holder | $2,026 | $19,313-89.5% | $15,912-87.3% | $13,397-84.9% |