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 | $218,327 | $89,753+143.3% | $107,525+103.0% | $84,808+157.4% |
| Participation rate | 41.7% | 68.1%-26.4pp | 75.1%-33.4pp | 68.3%-26.6pp |
| Annual return | 13.82% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,097 | $3,113-32.6% | $3,754-44.1% | $2,631-20.3% |
| Participant deferral / active EE | $4,623 | $4,056+14.0% | $5,116-9.6% | $4,212+9.8% |
| Admin fee / account holder | $20,925 | $7,222+189.7% | $8,919+134.6% | $7,344+184.9% |