Filed February 21, 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 | $90,037 | $99,032-9.1% | $80,019+12.5% | $135,375-33.5% |
| Participation rate | 65.0% | 78.4%-13.4pp | 75.8%-10.8pp | 82.6%-17.6pp |
| Annual return | -4.22% | 15.39%-19.6pp | 11.22%-15.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,120 | $3,043-63.2% | $2,468-54.6% | $4,779-76.6% |
| Participant deferral / active EE | $5,151 | $4,282+20.3% | $3,686+39.8% | $5,609-8.2% |
| Admin fee / account holder | $10,639 | $10,436+1.9% | $6,521+63.2% | $10,827-1.7% |