Filed January 17, 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 | $49,426 | $43,723+13.0% | $121,196-59.2% | $64,186-23.0% |
| Participation rate | 35.4% | 58.3%-22.9pp | 71.7%-36.4pp | 69.6%-34.2pp |
| Annual return | -4.93% | 68.91%-73.8pp | 16.93%-21.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,125 | $1,296+63.9% | $4,022-47.2% | $2,381-10.8% |
| Participant deferral / active EE | $3,444 | $2,280+51.0% | $3,344+3.0% | $3,470-0.7% |
| Admin fee / account holder | $1,934 | $3,501-44.7% | $5,019-61.5% | $4,888-60.4% |