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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,685 | $69,977+292.5% | $108,579+153.0% | $62,891+336.8% |
| Participation rate | 64.5% | 72.9%-8.4pp | 79.6%-15.1pp | 69.3%-4.8pp |
| Annual return | 11.64% | 10.73%+0.9pp | -51.70%+63.3pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,912 | $3,165+181.6% | $4,311+106.7% | $3,203+178.3% |
| Admin fee / account holder | $1,258 | $5,076-75.2% | $7,645-83.5% | $4,296-70.7% |