Filed February 2, 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 | $65,743 | $60,349+8.9% | $74,183-11.4% | $62,891+4.5% |
| Participation rate | 63.5% | 72.7%-9.2pp | 76.6%-13.1pp | 69.3%-5.8pp |
| Annual return | 7.22% | 21.37%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $975 | $1,680-42.0% | $2,370-58.9% | $2,281-57.3% |
| Participant deferral / active EE | $2,373 | $2,856-16.9% | $3,550-33.1% | $3,203-25.9% |
| Admin fee / account holder | $488 | $4,261-88.5% | $5,586-91.3% | $4,296-88.6% |