Filed January 9, 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 | $172,598 | $87,733+96.7% | $106,548+62.0% | $85,850+101.0% |
| Participation rate | 60.0% | 71.9%-11.9pp | 76.1%-16.1pp | 69.3%-9.3pp |
| Annual return | 17.04% | 21.86%-4.8pp | 26.80%-9.8pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,540 | $2,073-25.7% | $2,819-45.4% | $2,565-39.9% |
| Participant deferral / active EE | $7,187 | $3,469+107.2% | $4,398+63.4% | $3,952+81.9% |
| Admin fee / account holder | $2,312 | $6,767-65.8% | $7,407-68.8% | $6,260-63.1% |