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 | $136,019 | $72,404+87.9% | $110,238+23.4% | $64,186+111.9% |
| Participation rate | 67.9% | 73.3%-5.4pp | 79.8%-11.9pp | 69.6%-1.6pp |
| Annual return | 10.08% | -6.29%+16.4pp | 314.74%-304.7pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,256 | $2,282-1.1% | $3,826-41.0% | $2,381-5.2% |
| Participant deferral / active EE | $4,777 | $3,469+37.7% | $4,672+2.3% | $3,470+37.7% |
| Admin fee / account holder | $11,950 | $5,664+111.0% | $8,547+39.8% | $4,888+144.5% |