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 | $85,796 | $46,674+83.8% | $117,472-27.0% | $68,494+25.3% |
| Participation rate | 69.7% | 56.8%+12.9pp | 70.6%-0.9pp | 67.9%+1.8pp |
| Annual return | -14.44% | -14.52%+0.1pp | 29.74%-44.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,515 | $1,505+67.1% | $4,176-39.8% | $2,596-3.1% |
| Participant deferral / active EE | $3,414 | $2,636+29.5% | $4,070-16.1% | $4,027-15.2% |
| Admin fee / account holder | $2,099 | $4,020-47.8% | $5,645-62.8% | $5,403-61.1% |