Filed May 18, 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 | $130,207 | $57,354+127.0% | $83,848+55.3% | $64,186+102.9% |
| Participation rate | 30.0% | 68.6%-38.6pp | 76.1%-46.1pp | 69.6%-39.6pp |
| Annual return | -6.27% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,447 | $2,545-43.2% | $3,631-60.1% | $2,381-39.2% |
| Participant deferral / active EE | $3,486 | $2,993+16.5% | $4,082-14.6% | $3,470+0.5% |
| Admin fee / account holder | $14,606 | $4,046+261.0% | $5,478+166.6% | $4,888+198.8% |