Filed February 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.
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 | $85,763 | $62,586+37.0% | $76,768+11.7% | $64,186+33.6% |
| Participation rate | 63.3% | 72.8%-9.5pp | 77.0%-13.6pp | 69.6%-6.2pp |
| Annual return | -4.97% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,073 | $1,832-41.4% | $2,485-56.8% | $2,381-54.9% |
| Participant deferral / active EE | $3,103 | $3,145-1.3% | $3,852-19.4% | $3,470-10.6% |
| Admin fee / account holder | $10,600 | $4,667+127.1% | $6,675+58.8% | $4,888+116.9% |