Filed February 4, 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 | $76,490 | $150,440-49.2% | $136,294-43.9% | $147,584-48.2% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 14.00% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,315 | $5,256-75.0% | $4,695-72.0% | $4,876-73.0% |
| Participant deferral / active EE | $5,236 | $6,630-21.0% | $6,247-16.2% | $5,439-3.7% |
| Admin fee / account holder | $8,338 | $10,905-23.5% | $9,243-9.8% | $10,885-23.4% |