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 | $46,694 | $158,817-70.6% | $121,196-61.5% | $135,375-65.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -8.19% | -0.64%-7.6pp | 16.93%-25.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $395 | $5,665-93.0% | $4,022-90.2% | $4,779-91.7% |
| Participant deferral / active EE | $2,716 | $4,005-32.2% | $3,344-18.8% | $5,609-51.6% |
| Admin fee / account holder | $1,401 | $6,512-78.5% | $5,019-72.1% | $10,827-87.1% |