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 | $73,293 | $54,762+33.8% | $90,281-18.8% | $72,985+0.4% |
| Participation rate | 61.5% | 65.1%-3.6pp | 73.3%-11.7pp | 69.5%-7.9pp |
| Annual return | 16.92% | 30.63%-13.7pp | 78.10%-61.2pp | 81.00%-64.1pp |
| Employer contribution / active EE | $737 | $2,092-64.8% | $2,854-74.2% | $2,440-69.8% |
| Participant deferral / active EE | $2,026 | $2,887-29.8% | $3,885-47.9% | $3,607-43.8% |
| Admin fee / account holder | $4,792 | $3,972+20.7% | $5,351-10.4% | $5,124-6.5% |