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 | $219,349 | $96,305+127.8% | $80,569+172.2% | $139,434+57.3% |
| Participation rate | 38.9% | 73.6%-34.7pp | 67.0%-28.1pp | 80.3%-41.4pp |
| Annual return | 17.60% | 1350.08%-1332.5pp | 935.43%-917.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $654 | $3,262-79.9% | $2,723-76.0% | $4,751-86.2% |
| Participant deferral / active EE | $2,561 | $5,232-51.1% | $4,447-42.4% | $6,710-61.8% |
| Admin fee / account holder | $1,618 | $6,599-75.5% | $5,377-69.9% | $11,403-85.8% |