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 | $85,042 | $100,923-15.7% | $150,045-43.3% | $74,304+14.5% |
| Participation rate | 26.5% | 70.1%-43.6pp | 82.3%-55.9pp | 60.3%-33.9pp |
| Annual return | 18.33% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,106 | $3,463-68.1% | $4,693-76.4% | $2,241-50.6% |
| Participant deferral / active EE | $2,401 | $6,709-64.2% | $7,997-70.0% | $3,767-36.3% |
| Admin fee / account holder | $2,573 | $2,767-7.0% | $13,435-80.8% | $2,969-13.3% |