Filed April 9, 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 | $49,000 | $43,723+12.1% | $121,196-59.6% | $64,186-23.7% |
| Participation rate | 40.7% | 58.3%-17.6pp | 71.7%-31.1pp | 69.6%-28.9pp |
| Annual return | -5.19% | 68.91%-74.1pp | 16.93%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $272 | $1,296-79.0% | $4,022-93.2% | $2,381-88.6% |
| Participant deferral / active EE | $1,368 | $2,280-40.0% | $3,344-59.1% | $3,470-60.6% |
| Admin fee / account holder | $2,784 | $3,501-20.5% | $5,019-44.5% | $4,888-43.0% |