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 | $49,582 | $48,570+2.1% | $130,648-62.0% | $72,985-32.1% |
| Participation rate | 59.5% | 58.6%+0.9pp | 71.7%-12.2pp | 69.5%-10.0pp |
| Annual return | 20.34% | 38.63%-18.3pp | 1708.96%-1688.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,334 | $1,3340% | $4,092-67.4% | $2,440-45.3% |
| Participant deferral / active EE | $2,788 | $2,384+17.0% | $3,603-22.6% | $3,607-22.7% |
| Admin fee / account holder | $1,532 | $3,549-56.8% | $5,464-72.0% | $5,124-70.1% |