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 | $125,399 | $105,860+18.5% | $90,749+38.2% | $134,475-6.7% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -20.17% | -11.01%-9.2pp | -12.16%-8.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,467 | $3,462-28.7% | $2,921-15.5% | $4,740-48.0% |
| Participant deferral / active EE | $7,681 | $5,216+47.3% | $4,564+68.3% | $6,400+20.0% |
| Admin fee / account holder | $37,478 | $13,938+168.9% | $8,445+343.8% | $11,426+228.0% |