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 | $72,253 | $62,586+15.4% | $76,768-5.9% | $64,186+12.6% |
| Participation rate | 64.6% | 72.8%-8.3pp | 77.0%-12.4pp | 69.6%-5.0pp |
| Annual return | -3.77% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,079 | $1,832-41.1% | $2,485-56.6% | $2,381-54.7% |
| Participant deferral / active EE | $2,731 | $3,145-13.2% | $3,852-29.1% | $3,470-21.3% |
| Admin fee / account holder | $5,732 | $4,667+22.8% | $6,675-14.1% | $4,888+17.3% |