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 | $175,431 | $109,327+60.5% | $89,391+96.3% | $158,922+10.4% |
| Participation rate | 53.3% | 74.3%-20.9pp | 68.0%-14.6pp | 82.0%-28.6pp |
| Annual return | 10.99% | 345.68%-334.7pp | 245.62%-234.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $960 | $4,598-79.1% | $3,890-75.3% | $5,982-84.0% |
| Admin fee / account holder | $1,122 | $6,153-81.8% | $4,881-77.0% | $11,246-90.0% |