Filed March 4, 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 | $119,105 | $72,177+65.0% | $115,037+3.5% | $59,632+99.7% |
| Participation rate | 46.4% | 72.6%-26.2pp | 81.4%-35.0pp | 68.7%-22.3pp |
| Annual return | -2.32% | 12.02%-14.3pp | 26.14%-28.5pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $597 | $2,841-79.0% | $4,608-87.0% | $2,203-72.9% |
| Participant deferral / active EE | $4,589 | $4,783-4.1% | $6,026-23.9% | $3,192+43.8% |
| Admin fee / account holder | $812 | $4,927-83.5% | $8,175-90.1% | $4,297-81.1% |