Filed May 13, 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 | $59,227 | $54,762+8.2% | $90,281-34.4% | $72,985-18.9% |
| Participation rate | 56.4% | 65.1%-8.7pp | 73.3%-16.9pp | 69.5%-13.1pp |
| Annual return | 23.24% | 30.63%-7.4pp | 78.10%-54.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $281 | $2,092-86.6% | $2,854-90.2% | $2,440-88.5% |
| Participant deferral / active EE | $1,424 | $2,887-50.7% | $3,885-63.4% | $3,607-60.5% |
| Admin fee / account holder | $19,243 | $3,972+384.5% | $5,351+259.6% | $5,124+275.5% |