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 | $173,385 | $78,672+120.4% | $109,143+58.9% | $85,850+102.0% |
| Participation rate | 46.9% | 68.3%-21.4pp | 75.9%-29.0pp | 69.3%-22.4pp |
| Annual return | 16.13% | 25.09%-9.0pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,996 | $2,735-27.0% | $3,722-46.4% | $2,565-22.2% |
| Participant deferral / active EE | $4,908 | $3,467+41.5% | $4,653+5.5% | $3,952+24.2% |
| Admin fee / account holder | $870 | $5,469-84.1% | $6,752-87.1% | $6,260-86.1% |