Filed January 17, 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 | $32,442 | $47,944-32.3% | $67,834-52.2% | $62,891-48.4% |
| Participation rate | 45.5% | 61.1%-15.6pp | 68.8%-23.3pp | 69.3%-23.9pp |
| Annual return | 7.99% | 11.77%-3.8pp | 138.47%-130.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $411 | $1,562-73.7% | $2,403-82.9% | $2,281-82.0% |
| Participant deferral / active EE | $1,146 | $2,247-49.0% | $3,160-63.7% | $3,203-64.2% |
| Admin fee / account holder | $9,539 | $3,712+157.0% | $4,622+106.4% | $4,296+122.1% |