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 | $101,239 | $148,978-32.0% | $200,582-49.5% | $84,808+19.4% |
| Participation rate | 58.8% | 84.2%-25.4pp | 86.9%-28.1pp | 68.3%-9.5pp |
| Annual return | 15.55% | 28.16%-12.6pp | 42.33%-26.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,615 | $4,815-66.5% | $6,419-74.8% | $2,631-38.6% |
| Participant deferral / active EE | $4,334 | $7,142-39.3% | $9,331-53.6% | $4,212+2.9% |
| Admin fee / account holder | $12,654 | $13,977-9.5% | $16,305-22.4% | $7,344+72.3% |