Filed January 14, 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 | $86,450 | $77,419+11.7% | $69,455+24.5% | $152,861-43.4% |
| Participation rate | 69.6% | 78.1%-8.5pp | 74.6%-5.0pp | 82.4%-12.9pp |
| Annual return | 15.64% | 39.06%-23.4pp | 28.97%-13.3pp | 345.32%-329.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,440 | $4,414+0.6% | $3,535+25.6% | $5,850-24.1% |
| Admin fee / account holder | $1,569 | $6,207-74.7% | $3,839-59.1% | $11,596-86.5% |