Filed March 31, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $33,892 | $51,604-34.3% | $129,295-73.8% | $80,874-58.1% |
| Participation rate | 39.2% | 57.0%-17.8pp | 69.6%-30.4pp | 67.6%-28.4pp |
| Annual return | 11.79% | 20.76%-9.0pp | 9429.28%-9417.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $330 | $1,585-79.2% | $4,157-92.1% | $2,756-88.0% |
| Participant deferral / active EE | $1,461 | $2,670-45.3% | $4,169-65.0% | $4,297-66.0% |
| Admin fee / account holder | $2,265 | $4,310-47.4% | $7,665-70.4% | $6,935-67.3% |