Filed March 17, 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 | $32,218 | $41,377-22.1% | $109,313-70.5% | $62,891-48.8% |
| Participation rate | 69.0% | 57.5%+11.4pp | 71.3%-2.3pp | 69.3%-0.3pp |
| Annual return | 7.93% | 11.05%-3.1pp | 22.07%-14.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,681 | $1,276+31.7% | $3,892-56.8% | $2,281-26.3% |
| Participant deferral / active EE | $3,880 | $2,045+89.7% | $3,166+22.5% | $3,203+21.1% |
| Admin fee / account holder | $1,798 | $2,884-37.7% | $5,666-68.3% | $4,296-58.1% |