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 | $55,950 | $232,540-75.9% | $185,117-69.8% | $147,584-62.1% |
| Participation rate | 63.6% | 82.4%-18.7pp | 77.3%-13.6pp | 82.8%-19.2pp |
| Annual return | 16.80% | 43.03%-26.2pp | 40.50%-23.7pp | 578.55%-561.8pp |
| Employer contribution / active EE | $4,473 | $5,195-13.9% | $4,182+7.0% | $4,876-8.3% |
| Participant deferral / active EE | $6,467 | $5,834+10.9% | $5,045+28.2% | $5,439+18.9% |
| Admin fee / account holder | $4,382 | $10,275-57.4% | $8,159-46.3% | $10,885-59.7% |