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 | $82,639 | $43,723+89.0% | $121,196-31.8% | $64,186+28.7% |
| Participation rate | 60.0% | 58.3%+1.7pp | 71.7%-11.7pp | 69.6%-9.6pp |
| Annual return | 9.52% | 68.91%-59.4pp | 16.93%-7.4pp | 7.63%+1.9pp |
| Employer contribution / active EE | $2,276 | $1,296+75.6% | $4,022-43.4% | $2,381-4.4% |
| Participant deferral / active EE | $2,679 | $2,280+17.5% | $3,344-19.9% | $3,470-22.8% |
| Admin fee / account holder | $20,751 | $3,501+492.7% | $5,019+313.4% | $4,888+324.5% |