Filed April 26, 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 | $35,328 | $96,635-63.4% | $86,612-59.2% | $139,434-74.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 11.24% | 106.41%-95.2pp | 591.07%-579.8pp | 372.94%-361.7pp |
| Employer contribution / active EE | $2,632 | $3,263-19.3% | $3,022-12.9% | $4,751-44.6% |
| Participant deferral / active EE | $2,945 | $4,836-39.1% | $4,438-33.6% | $6,710-56.1% |
| Admin fee / account holder | $6,101 | $6,408-4.8% | $5,614+8.7% | $11,403-46.5% |