Filed January 9, 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 | $134,433 | $20,316+561.7% | $66,042+103.6% | $74,304+80.9% |
| Participation rate | 67.8% | 62.8%+5.1pp | 67.5%+0.3pp | 60.3%+7.5pp |
| Annual return | 15.24% | 28.10%-12.9pp | 52.11%-36.9pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,554 | $745+108.6% | $1,579-1.6% | $2,241-30.7% |
| Participant deferral / active EE | $3,538 | $1,615+119.1% | $2,835+24.8% | $3,767-6.1% |
| Admin fee / account holder | $9,517 | $1,668+470.5% | $5,747+65.6% | $2,969+220.6% |