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 | $94,005 | $76,552+22.8% | $123,892-24.1% | $62,891+49.5% |
| Participation rate | 51.1% | 73.0%-21.8pp | 81.4%-30.3pp | 69.3%-18.2pp |
| Annual return | 8.03% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $530 | $2,883-81.6% | $4,617-88.5% | $2,281-76.8% |
| Participant deferral / active EE | $4,435 | $4,840-8.4% | $5,984-25.9% | $3,203+38.5% |
| Admin fee / account holder | $11,116 | $4,826+130.4% | $8,357+33.0% | $4,296+158.8% |