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 | $99,905 | $67,606+47.8% | $82,313+21.4% | $70,131+42.5% |
| Participation rate | 40.4% | 72.8%-32.3pp | 76.9%-36.4pp | 69.5%-29.1pp |
| Annual return | 17.61% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $716 | $1,755-59.2% | $2,428-70.5% | $2,342-69.5% |
| Participant deferral / active EE | $2,862 | $2,987-4.2% | $3,706-22.8% | $3,332-14.1% |
| Admin fee / account holder | $12,402 | $4,512+174.9% | $5,608+121.2% | $4,645+167.0% |