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 | $137,749 | $118,450+16.3% | $98,439+39.9% | $139,434-1.2% |
| Participation rate | 59.1% | 77.4%-18.3pp | 75.2%-16.1pp | 80.3%-21.2pp |
| Annual return | 18.16% | 18.94%-0.8pp | 21.16%-3.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,346 | $3,609-7.3% | $3,048+9.8% | $4,751-29.6% |
| Participant deferral / active EE | $7,922 | $5,392+46.9% | $4,738+67.2% | $6,710+18.1% |
| Admin fee / account holder | $20,362 | $14,026+45.2% | $8,948+127.6% | $11,403+78.6% |