Filed March 23, 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 | $52,765 | $83,369-36.7% | $105,223-49.9% | $67,986-22.4% |
| Participation rate | 50.4% | 56.3%-5.9pp | 75.0%-24.6pp | 57.2%-6.8pp |
| Annual return | 16.30% | 24.64%-8.3pp | 180.65%-164.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,099 | $2,541-56.7% | $3,689-70.2% | $2,019-45.5% |
| Participant deferral / active EE | $3,024 | $3,295-8.2% | $5,072-40.4% | $3,358-9.9% |
| Admin fee / account holder | $2,235 | $4,073-45.1% | $8,859-74.8% | $3,203-30.2% |