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 | $89,075 | $49,173+81.1% | $121,098-26.4% | $75,163+18.5% |
| Participation rate | 60.0% | 55.4%+4.6pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 18.47% | 55.99%-37.5pp | 985.75%-967.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $904 | $1,546-41.5% | $4,164-78.3% | $2,670-66.1% |
| Participant deferral / active EE | $5,236 | $2,628+99.3% | $4,080+28.3% | $4,125+26.9% |
| Admin fee / account holder | $794 | $3,942-79.9% | $5,644-85.9% | $5,651-86.0% |