Filed March 8, 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 | $69,559 | $76,552-9.1% | $123,892-43.9% | $62,891+10.6% |
| Participation rate | 58.5% | 73.0%-14.4pp | 81.4%-22.9pp | 69.3%-10.8pp |
| Annual return | 11.57% | 18.68%-7.1pp | 47.52%-35.9pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,900 | $2,883-34.1% | $4,617-58.9% | $2,281-16.7% |
| Participant deferral / active EE | $5,286 | $4,840+9.2% | $5,984-11.7% | $3,203+65.0% |
| Admin fee / account holder | $5,004 | $4,826+3.7% | $8,357-40.1% | $4,296+16.5% |