Filed February 1, 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 | $98,071 | $81,446+20.4% | $103,374-5.1% | $80,874+21.3% |
| Participation rate | 40.5% | 66.9%-26.3pp | 74.5%-34.0pp | 67.6%-27.1pp |
| Annual return | 12.02% | 25.57%-13.5pp | 24.89%-12.9pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,401 | $3,107-54.9% | $3,869-63.8% | $2,756-49.2% |
| Participant deferral / active EE | $2,817 | $3,870-27.2% | $5,058-44.3% | $4,297-34.4% |
| Admin fee / account holder | $2,929 | $6,715-56.4% | $8,394-65.1% | $6,935-57.8% |