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 | $24,366 | $58,828-58.6% | $77,999-68.8% | $62,891-61.3% |
| Participation rate | 68.4% | 71.1%-2.6pp | 75.5%-7.1pp | 69.3%-0.9pp |
| Annual return | 13.44% | 17.16%-3.7pp | 425.96%-412.5pp | 20.14%-6.7pp |
| Employer contribution / active EE | $959 | $1,672-42.7% | $2,470-61.2% | $2,281-58.0% |
| Participant deferral / active EE | $3,057 | $2,686+13.8% | $3,497-12.6% | $3,203-4.6% |
| Admin fee / account holder | $622 | $4,393-85.8% | $5,480-88.6% | $4,296-85.5% |