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 | $170,873 | $86,286+98.0% | $111,297+53.5% | $85,850+99.0% |
| Participation rate | 66.0% | 73.3%-7.3pp | 77.3%-11.3pp | 69.3%-3.3pp |
| Annual return | 15.86% | 19.99%-4.1pp | 54.65%-38.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,182 | $2,043-42.2% | $2,731-56.7% | $2,565-53.9% |
| Participant deferral / active EE | $4,437 | $3,641+21.9% | $4,487-1.1% | $3,952+12.3% |
| Admin fee / account holder | $2,932 | $8,188-64.2% | $7,964-63.2% | $6,260-53.2% |