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 | $40,017 | $53,777-25.6% | $134,143-70.2% | $79,858-49.9% |
| Participation rate | 33.7% | 58.8%-25.1pp | 72.2%-38.5pp | 69.6%-35.9pp |
| Annual return | 14.66% | 19.01%-4.3pp | 36.33%-21.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $280 | $1,321-78.8% | $3,704-92.5% | $2,471-88.7% |
| Participant deferral / active EE | $1,680 | $2,420-30.6% | $3,499-52.0% | $3,740-55.1% |
| Admin fee / account holder | $2,280 | $3,984-42.8% | $6,684-65.9% | $5,306-57.0% |