Filed May 14, 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 | $150,152 | $169,032-11.2% | $129,207+16.2% | $145,922+2.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 13.35% | 14330.11%-14316.8pp | 9417.33%-9404.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,219 | $5,537-59.9% | $4,153-46.6% | $4,660-52.4% |
| Participant deferral / active EE | $5,025 | $4,987+0.8% | $4,168+20.6% | $6,688-24.9% |
| Admin fee / account holder | $670 | $9,954-93.3% | $7,715-91.3% | $13,397-95.0% |