Filed February 26, 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 | $99,997 | $86,699+15.3% | $73,307+36.4% | $125,391-20.3% |
| Participation rate | 63.6% | 78.6%-15.0pp | 74.9%-11.3pp | 83.2%-19.6pp |
| Annual return | 0.48% | 2.78%-2.3pp | 5.67%-5.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,915 | $5,550-65.5% | $4,991-61.6% | $5,352-64.2% |
| Admin fee / account holder | $7,112 | $7,771-8.5% | $5,637+26.2% | $9,540-25.5% |