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 | $76,346 | $46,674+63.6% | $117,472-35.0% | $68,494+11.5% |
| Participation rate | 43.3% | 56.8%-13.4pp | 70.6%-27.3pp | 67.9%-24.6pp |
| Annual return | -18.26% | -14.52%-3.7pp | 29.74%-48.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $411 | $1,505-72.7% | $4,176-90.2% | $2,596-84.2% |
| Participant deferral / active EE | $3,976 | $2,636+50.8% | $4,070-2.3% | $4,027-1.3% |
| Admin fee / account holder | $822 | $4,020-79.5% | $5,645-85.4% | $5,403-84.8% |