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 | $84,032 | $54,350+54.6% | $82,719+1.6% | $68,494+22.7% |
| Participation rate | 58.3% | 63.9%-5.6pp | 72.6%-14.2pp | 67.9%-9.6pp |
| Annual return | -13.47% | -13.67%+0.2pp | 701.18%-714.7pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,087 | $3,246-35.7% | $4,395-52.5% | $4,027-48.2% |
| Admin fee / account holder | $8,784 | $4,395+99.8% | $5,329+64.8% | $5,403+62.6% |