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 | $98,659 | $133,958-26.4% | $112,228-12.1% | $134,475-26.6% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.1%-28.9pp | 81.2%-35.1pp |
| Annual return | -13.34% | 47.11%-60.5pp | 27.45%-40.8pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,520 | $4,038+11.9% | $3,635+24.3% | $4,740-4.6% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,788 | $7,489+44.1% | $6,410+68.3% | $11,426-5.6% |