Filed April 12, 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 | $49,287 | $48,364+1.9% | $71,796-31.4% | $62,891-21.6% |
| Participation rate | 64.0% | 60.6%+3.4pp | 69.1%-5.1pp | 69.3%-5.3pp |
| Annual return | 6.38% | 13.16%-6.8pp | 78.04%-71.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $663 | $1,042-36.3% | $1,924-65.5% | $2,281-70.9% |
| Participant deferral / active EE | $1,800 | $2,091-13.9% | $2,794-35.6% | $3,203-43.8% |
| Admin fee / account holder | $12,115 | $3,771+221.2% | $4,815+151.6% | $4,296+182.0% |