Filed April 9, 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 | $54,574 | $51,576+5.8% | $129,207-57.8% | $80,856-32.5% |
| Participation rate | 51.2% | 57.0%-5.8pp | 69.6%-18.5pp | 67.6%-16.5pp |
| Annual return | 15.57% | 20.81%-5.2pp | 9417.33%-9401.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $336 | $1,584-78.8% | $4,153-91.9% | $2,755-87.8% |
| Participant deferral / active EE | $1,704 | $2,669-36.1% | $4,168-59.1% | $4,296-60.3% |
| Admin fee / account holder | $1,807 | $4,305-58.0% | $7,715-76.6% | $6,918-73.9% |