Filed February 21, 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 | $84,343 | $96,635-12.7% | $86,612-2.6% | $139,434-39.5% |
| Participation rate | 59.1% | 74.4%-15.3pp | 71.7%-12.6pp | 80.3%-21.2pp |
| Annual return | 16.70% | 106.41%-89.7pp | 591.07%-574.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $5,844 | $3,263+79.1% | $3,022+93.3% | $4,751+23.0% |
| Participant deferral / active EE | $7,881 | $4,836+63.0% | $4,438+77.6% | $6,710+17.4% |
| Admin fee / account holder | $5,565 | $6,408-13.2% | $5,614-0.9% | $11,403-51.2% |