Filed January 31, 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 | $88,893 | $80,731+10.1% | $103,374-14.0% | $74,546+19.2% |
| Participation rate | 49.2% | 65.7%-16.5pp | 74.5%-25.3pp | 67.2%-18.0pp |
| Annual return | 17.21% | 27.56%-10.3pp | 24.89%-7.7pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,811 | $3,860-53.1% | $5,058-64.2% | $4,347-58.3% |
| Admin fee / account holder | $14,499 | $2,369+512.1% | $8,394+72.7% | $1,944+646.0% |