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 | $39,823 | $102,966-61.3% | $90,281-55.9% | $152,861-73.9% |
| Participation rate | 39.1% | 75.9%-36.7pp | 73.3%-34.1pp | 82.4%-43.3pp |
| Annual return | 23.13% | 95.16%-72.0pp | 78.10%-55.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,403 | $3,139-55.3% | $2,854-50.8% | $4,762-70.5% |
| Participant deferral / active EE | $2,977 | $4,281-30.5% | $3,885-23.4% | $5,850-49.1% |
| Admin fee / account holder | $711 | $6,171-88.5% | $5,351-86.7% | $11,596-93.9% |