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 | $205,961 | $81,460+152.8% | $103,333+99.3% | $80,856+154.7% |
| Participation rate | 47.6% | 66.8%-19.2pp | 74.5%-26.9pp | 67.6%-20.0pp |
| Annual return | 14.03% | 25.55%-11.5pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,008 | $3,105-35.3% | $3,868-48.1% | $2,755-27.1% |
| Participant deferral / active EE | $4,384 | $3,869+13.3% | $5,057-13.3% | $4,296+2.0% |
| Admin fee / account holder | $12,024 | $6,566+83.1% | $8,355+43.9% | $6,918+73.8% |