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 | $28,124 | $43,723-35.7% | $121,196-76.8% | $64,186-56.2% |
| Participation rate | 53.7% | 58.3%-4.6pp | 71.7%-18.0pp | 69.6%-15.9pp |
| Annual return | -6.53% | 68.91%-75.4pp | 16.93%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $505 | $1,296-61.1% | $4,022-87.4% | $2,381-78.8% |
| Participant deferral / active EE | $2,108 | $2,280-7.5% | $3,344-37.0% | $3,470-39.2% |
| Admin fee / account holder | $1,527 | $3,501-56.4% | $5,019-69.6% | $4,888-68.8% |