Filed February 24, 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 | $81,911 | $52,903+54.8% | $73,307+11.7% | $59,632+37.4% |
| Participation rate | 61.6% | 68.2%-6.6pp | 74.9%-13.3pp | 68.7%-7.0pp |
| Annual return | 0.06% | 12.20%-12.1pp | 5.67%-5.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $497 | $1,909-73.9% | $3,237-84.6% | $2,203-77.4% |
| Participant deferral / active EE | $3,650 | $4,069-10.3% | $4,991-26.9% | $3,192+14.3% |
| Admin fee / account holder | $14,053 | $3,834+266.5% | $5,637+149.3% | $4,297+227.0% |