Filed May 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 | $60,152 | $80,724-25.5% | $103,333-41.8% | $74,495-19.3% |
| Participation rate | 43.2% | 65.7%-22.4pp | 74.5%-31.3pp | 67.2%-24.0pp |
| Annual return | 20.21% | 27.56%-7.4pp | 24.88%-4.7pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $811 | $3,157-74.3% | $3,868-79.0% | $2,623-69.1% |
| Participant deferral / active EE | $3,085 | $3,860-20.1% | $5,057-39.0% | $4,346-29.0% |
| Admin fee / account holder | $13,764 | $2,368+481.3% | $8,355+64.7% | $1,942+608.9% |