Filed January 31, 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 | $240,560 | $64,839+271.0% | $95,585+151.7% | $84,808+183.7% |
| Participation rate | 64.7% | 63.8%+0.9pp | 72.1%-7.4pp | 68.3%-3.6pp |
| Annual return | 15.12% | -670.96%+686.1pp | 38.56%-23.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,185 | $1,759+24.2% | $2,527-13.5% | $2,631-17.0% |
| Participant deferral / active EE | $5,425 | $2,965+83.0% | $4,023+34.9% | $4,212+28.8% |
| Admin fee / account holder | $19,540 | $5,964+227.6% | $6,127+218.9% | $7,344+166.1% |