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 | $58,807 | $100,852-41.7% | $90,404-35.0% | $158,922-63.0% |
| Participation rate | 39.1% | 75.0%-35.9pp | 72.7%-33.6pp | 82.0%-42.8pp |
| Annual return | 18.37% | 1724.20%-1705.8pp | 1293.02%-1274.6pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,568 | $3,689-57.5% | $3,262-51.9% | $4,761-67.1% |
| Participant deferral / active EE | $2,999 | $4,348-31.0% | $3,963-24.3% | $5,982-49.9% |
| Admin fee / account holder | $644 | $6,501-90.1% | $5,611-88.5% | $11,246-94.3% |