Filed February 1, 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 | $72,825 | $43,075+69.1% | $74,583-2.4% | $62,891+15.8% |
| Participation rate | 23.8% | 58.1%-34.2pp | 68.1%-44.3pp | 69.3%-45.5pp |
| Annual return | 6.74% | 17.50%-10.8pp | 20.47%-13.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $616 | $1,498-58.9% | $2,525-75.6% | $2,281-73.0% |
| Participant deferral / active EE | $1,368 | $2,389-42.8% | $3,458-60.5% | $3,203-57.3% |
| Admin fee / account holder | $8,628 | $2,840+203.8% | $4,138+108.5% | $4,296+100.9% |