Filed January 6, 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 | $51,693 | $42,894+20.5% | $60,874-15.1% | $68,494-24.5% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -15.99% | -13.98%-2.0pp | 16.90%-32.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $8,115 | $1,978+310.2% | $2,701+200.4% | $2,596+212.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,207 | $3,101+229.2% | $3,224+216.6% | $5,403+88.9% |