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 | $61,188 | $62,586-2.2% | $76,768-20.3% | $64,186-4.7% |
| Participation rate | 48.4% | 72.8%-24.4pp | 77.0%-28.6pp | 69.6%-21.2pp |
| Annual return | 0.07% | -1.95%+2.0pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $657 | $1,832-64.2% | $2,485-73.6% | $2,381-72.4% |
| Participant deferral / active EE | $2,727 | $3,145-13.3% | $3,852-29.2% | $3,470-21.4% |
| Admin fee / account holder | $25,258 | $4,667+441.2% | $6,675+278.4% | $4,888+416.7% |