Filed May 15, 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 | $97,170 | $65,703+47.9% | $94,224+3.1% | $59,632+62.9% |
| Participation rate | 64.9% | 72.1%-7.3pp | 78.8%-13.9pp | 68.7%-3.8pp |
| Annual return | -0.75% | 5.22%-6.0pp | 10.68%-11.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $694 | $2,021-65.6% | $3,587-80.6% | $2,203-68.5% |
| Participant deferral / active EE | $3,741 | $3,143+19.0% | $4,320-13.4% | $3,192+17.2% |
| Admin fee / account holder | $553 | $4,264-87.0% | $6,269-91.2% | $4,297-87.1% |