Filed May 16, 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 | $70,135 | $51,604+35.9% | $129,295-45.8% | $80,874-13.3% |
| Participation rate | 42.0% | 57.0%-14.9pp | 69.6%-27.6pp | 67.6%-25.6pp |
| Annual return | 13.71% | 20.76%-7.1pp | 9429.28%-9415.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $643 | $1,585-59.4% | $4,157-84.5% | $2,756-76.7% |
| Participant deferral / active EE | $2,986 | $2,670+11.8% | $4,169-28.4% | $4,297-30.5% |
| Admin fee / account holder | $5,517 | $4,310+28.0% | $7,665-28.0% | $6,935-20.4% |