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 | $99,120 | $56,277+76.1% | $80,975+22.4% | $62,891+57.6% |
| Participation rate | 51.9% | 69.0%-17.1pp | 75.8%-24.0pp | 69.3%-17.5pp |
| Annual return | 7.35% | 22.12%-14.8pp | 17.10%-9.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,833 | $4,195-56.3% | $5,696-67.8% | $3,203-42.8% |
| Admin fee / account holder | $14,498 | $3,741+287.6% | $5,516+162.8% | $4,296+237.5% |