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 | $94,625-5.7% | $116,228-23.2% | $84,808+5.2% |
| Participation rate | 46.4% | 70.4%-24.0pp | 74.6%-28.1pp | 68.3%-21.9pp |
| Annual return | 15.76% | 20.40%-4.6pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,156 | $2,347-50.7% | $2,994-61.4% | $2,631-56.1% |
| Participant deferral / active EE | $3,199 | $3,972-19.5% | $4,953-35.4% | $4,212-24.0% |
| Admin fee / account holder | $2,684 | $10,091-73.4% | $11,989-77.6% | $7,344-63.5% |