Filed January 23, 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 | $47,351 | $43,723+8.3% | $121,196-60.9% | $64,186-26.2% |
| Participation rate | 46.7% | 58.3%-11.7pp | 71.7%-25.1pp | 69.6%-22.9pp |
| Annual return | -6.21% | 68.91%-75.1pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,179 | $1,296-9.0% | $4,022-70.7% | $2,381-50.5% |
| Participant deferral / active EE | $2,501 | $2,280+9.7% | $3,344-25.2% | $3,470-27.9% |
| Admin fee / account holder | $2,570 | $3,501-26.6% | $5,019-48.8% | $4,888-47.4% |