Filed March 8, 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 | $180,362 | $93,024+93.9% | $77,024+134.2% | $134,475+34.1% |
| Participation rate | 46.7% | 74.5%-27.8pp | 67.9%-21.2pp | 81.2%-34.6pp |
| Annual return | -16.88% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,453 | $5,238-15.0% | $4,426+0.6% | $6,400-30.4% |
| Admin fee / account holder | $27,055 | $6,944+289.6% | $5,425+398.7% | $11,426+136.8% |