Filed March 31, 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 | $89,213 | $94,031-5.1% | $115,768-22.9% | $82,448+8.2% |
| Participation rate | 46.4% | 70.4%-24.0pp | 74.4%-28.0pp | 68.1%-21.6pp |
| Annual return | 15.76% | 20.61%-4.8pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,156 | $2,323-50.3% | $2,940-60.7% | $2,551-54.7% |
| Participant deferral / active EE | $3,199 | $3,972-19.5% | $4,917-34.9% | $4,139-22.7% |
| Admin fee / account holder | $2,684 | $10,249-73.8% | $12,439-78.4% | $7,234-62.9% |