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 | $179,961 | $73,933+143.4% | $96,683+86.1% | $75,163+139.4% |
| Participation rate | 45.9% | 66.4%-20.5pp | 74.3%-28.4pp | 67.2%-21.2pp |
| Annual return | 15.85% | 26.70%-10.9pp | 35.69%-19.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,992 | $2,928-32.0% | $3,737-46.7% | $2,670-25.4% |
| Participant deferral / active EE | $4,863 | $3,659+32.9% | $4,878-0.3% | $4,125+17.9% |
| Admin fee / account holder | $884 | $5,216-83.0% | $6,730-86.9% | $5,651-84.3% |