Filed May 8, 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 | $37,517 | $43,723-14.2% | $121,196-69.0% | $64,186-41.5% |
| Participation rate | 68.2% | 58.3%+9.9pp | 71.7%-3.6pp | 69.6%-1.4pp |
| Annual return | 3.26% | 68.91%-65.7pp | 16.93%-13.7pp | 7.63%-4.4pp |
| Employer contribution / active EE | $1,016 | $1,296-21.7% | $4,022-74.7% | $2,381-57.3% |
| Participant deferral / active EE | $2,315 | $2,280+1.6% | $3,344-30.8% | $3,470-33.3% |
| Admin fee / account holder | $11,027 | $3,501+214.9% | $5,019+119.7% | $4,888+125.6% |