Filed January 6, 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 | $36,845 | $58,828-37.4% | $77,999-52.8% | $62,891-41.4% |
| Participation rate | 66.3% | 71.1%-4.7pp | 75.5%-9.2pp | 69.3%-3.0pp |
| Annual return | 7.66% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $423 | $1,672-74.7% | $2,470-82.9% | $2,281-81.5% |
| Participant deferral / active EE | $1,511 | $2,686-43.7% | $3,497-56.8% | $3,203-52.8% |
| Admin fee / account holder | $307 | $4,393-93.0% | $5,480-94.4% | $4,296-92.8% |