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 | $96,426 | $58,694+64.3% | $142,863-32.5% | $85,850+12.3% |
| Participation rate | 63.6% | 58.5%+5.2pp | 71.9%-8.3pp | 69.3%-5.7pp |
| Annual return | 15.48% | 27.72%-12.2pp | 5637.54%-5622.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,849 | $1,423+30.0% | $4,144-55.4% | $2,565-27.9% |
| Participant deferral / active EE | $4,021 | $2,607+54.2% | $3,837+4.8% | $3,952+1.8% |
| Admin fee / account holder | $2,671 | $4,239-37.0% | $6,560-59.3% | $6,260-57.3% |