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 | $120,073 | $84,696+41.8% | $75,696+58.6% | $167,490-28.3% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.8%-11.2pp | 82.1%-18.5pp |
| Annual return | 14.04% | 199.36%-185.3pp | 104.53%-90.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,973 | $4,580+8.6% | $3,821+30.1% | $6,341-21.6% |
| Admin fee / account holder | $1,732 | $5,355-67.7% | $3,619-52.1% | $12,309-85.9% |