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.
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 | $43,009 | $53,516-19.6% | $126,539-66.0% | $84,808-49.3% |
| Participation rate | 37.5% | 58.2%-20.7pp | 69.8%-32.3pp | 68.3%-30.8pp |
| Annual return | 15.96% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $471 | $1,535-69.3% | $3,674-87.2% | $2,631-82.1% |
| Participant deferral / active EE | $1,321 | $2,671-50.5% | $4,083-67.6% | $4,212-68.6% |
| Admin fee / account holder | $2,378 | $4,497-47.1% | $6,065-60.8% | $7,344-67.6% |