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 | $39,339 | $43,723-10.0% | $121,196-67.5% | $64,186-38.7% |
| Participation rate | 56.8% | 58.3%-1.6pp | 71.7%-15.0pp | 69.6%-12.8pp |
| Annual return | -6.45% | 68.91%-75.4pp | 16.93%-23.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,131 | $1,296-12.8% | $4,022-71.9% | $2,381-52.5% |
| Participant deferral / active EE | $2,448 | $2,280+7.4% | $3,344-26.8% | $3,470-29.4% |
| Admin fee / account holder | $5,368 | $3,501+53.3% | $5,019+7.0% | $4,888+9.8% |