Filed January 10, 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 | $85,658 | $60,165+42.4% | $74,183+15.5% | $55,167+55.3% |
| Participation rate | 34.9% | 74.2%-39.2pp | 76.6%-41.7pp | 69.0%-34.1pp |
| Annual return | 8.99% | 10.00%-1.0pp | 17.74%-8.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $594 | $1,600-62.9% | $2,370-74.9% | $1,963-69.7% |
| Participant deferral / active EE | $2,376 | $2,973-20.1% | $3,550-33.1% | $3,054-22.2% |
| Admin fee / account holder | $8,533 | $419+1935.2% | $5,586+52.8% | $504+1593.5% |