Filed February 1, 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 | $151,506 | $97,757+55.0% | $83,848+80.7% | $135,375+11.9% |
| Participation rate | 16.7% | 80.0%-63.3pp | 76.1%-59.5pp | 82.6%-66.0pp |
| Annual return | -5.58% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,270 | $4,222-46.2% | $3,631-37.5% | $4,779-52.5% |
| Participant deferral / active EE | $2,195 | $4,682-53.1% | $4,082-46.2% | $5,609-60.9% |
| Admin fee / account holder | $27,386 | $6,674+310.3% | $5,478+399.9% | $10,827+152.9% |