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 | $66,016 | $53,516+23.4% | $126,539-47.8% | $84,808-22.2% |
| Participation rate | 27.7% | 58.2%-30.5pp | 69.8%-42.1pp | 68.3%-40.6pp |
| Annual return | 16.55% | 58.34%-41.8pp | 425.95%-409.4pp | 40.90%-24.3pp |
| Employer contribution / active EE | $604 | $1,535-60.7% | $3,674-83.6% | $2,631-77.1% |
| Participant deferral / active EE | $2,234 | $2,671-16.3% | $4,083-45.3% | $4,212-47.0% |
| Admin fee / account holder | $1,814 | $4,497-59.7% | $6,065-70.1% | $7,344-75.3% |