Filed March 21, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,922 | $58,234-9.1% | $81,783-35.3% | $80,874-34.6% |
| Participation rate | 68.5% | 63.4%+5.1pp | 72.4%-3.8pp | 67.6%+0.9pp |
| Annual return | 9.68% | 41.70%-32.0pp | 775.05%-765.4pp | 35.62%-25.9pp |
| Employer contribution / active EE | $3,078 | $2,341+31.5% | $2,913+5.7% | $2,756+11.7% |
| Participant deferral / active EE | $7,592 | $3,283+131.3% | $4,320+75.7% | $4,297+76.7% |
| Admin fee / account holder | $33,513 | $4,982+572.7% | $7,380+354.1% | $6,935+383.2% |