Filed February 3, 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 | $61,555 | $48,076+28.0% | $78,689-21.8% | $62,891-2.1% |
| Participation rate | 55.3% | 65.2%-9.9pp | 73.6%-18.3pp | 69.3%-14.0pp |
| Annual return | 6.35% | 31.35%-25.0pp | 62.18%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $525 | $2,015-74.0% | $2,851-81.6% | $2,281-77.0% |
| Participant deferral / active EE | $1,260 | $2,588-51.3% | $3,517-64.2% | $3,203-60.7% |
| Admin fee / account holder | $3,042 | $3,207-5.2% | $4,510-32.6% | $4,296-29.2% |