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 | $68,842 | $54,350+26.7% | $82,719-16.8% | $68,494+0.5% |
| Participation rate | 53.6% | 63.9%-10.3pp | 72.6%-19.0pp | 67.9%-14.3pp |
| Annual return | -14.50% | -13.67%-0.8pp | 701.18%-715.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $849 | $2,218-61.7% | $3,009-71.8% | $2,596-67.3% |
| Participant deferral / active EE | $2,157 | $3,246-33.6% | $4,395-50.9% | $4,027-46.4% |
| Admin fee / account holder | $15,275 | $4,395+247.5% | $5,329+186.7% | $5,403+182.7% |