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 | $161,473 | $71,883+124.6% | $86,677+86.3% | $68,494+135.7% |
| Participation rate | 64.4% | 72.2%-7.8pp | 76.6%-12.1pp | 67.9%-3.4pp |
| Annual return | -15.71% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,384 | $2,173-36.3% | $2,836-51.2% | $2,596-46.7% |
| Participant deferral / active EE | $5,199 | $3,779+37.6% | $4,656+11.7% | $4,027+29.1% |
| Admin fee / account holder | $5,765 | $6,112-5.7% | $7,493-23.1% | $5,403+6.7% |