Filed January 6, 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 | $70,259 | $110,094-36.2% | $151,611-53.7% | $68,494+2.6% |
| Participation rate | 46.1% | 84.0%-37.9pp | 87.5%-41.4pp | 67.9%-21.8pp |
| Annual return | -13.02% | -10.12%-2.9pp | 3.33%-16.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,630 | $4,471-18.8% | $6,166-41.1% | $2,596+39.8% |
| Participant deferral / active EE | $4,153 | $6,527-36.4% | $8,363-50.3% | $4,027+3.1% |
| Admin fee / account holder | $4,254 | $7,719-44.9% | $11,616-63.4% | $5,403-21.3% |