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 | $134,794 | $78,422+71.9% | $95,952+40.5% | $79,858+68.8% |
| Participation rate | 64.7% | 73.5%-8.8pp | 77.1%-12.4pp | 69.6%-4.9pp |
| Annual return | 17.87% | 19.37%-1.5pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,137 | $1,945-41.5% | $2,541-55.2% | $2,471-54.0% |
| Participant deferral / active EE | $4,217 | $3,440+22.6% | $4,167+1.2% | $3,740+12.8% |
| Admin fee / account holder | $15,866 | $5,622+182.2% | $6,795+133.5% | $5,306+199.0% |