Filed February 3, 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 | $83,753 | $65,409+28.0% | $98,442-14.9% | $85,850-2.4% |
| Participation rate | 56.7% | 65.0%-8.3pp | 73.3%-16.7pp | 69.3%-12.6pp |
| Annual return | 12.84% | 21.76%-8.9pp | 1492.73%-1479.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $839 | $2,168-61.3% | $2,960-71.6% | $2,565-67.3% |
| Participant deferral / active EE | $1,889 | $3,166-40.4% | $4,276-55.8% | $3,952-52.2% |
| Admin fee / account holder | $5,679 | $4,593+23.7% | $5,949-4.5% | $6,260-9.3% |