Filed June 14, 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 | $55,499 | $49,177+12.9% | $79,464-30.2% | $64,186-13.5% |
| Participation rate | 63.5% | 65.0%-1.5pp | 73.3%-9.9pp | 69.6%-6.1pp |
| Annual return | -4.39% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $684 | $2,076-67.0% | $2,800-75.6% | $2,381-71.3% |
| Participant deferral / active EE | $2,331 | $2,821-17.4% | $3,704-37.1% | $3,470-32.8% |
| Admin fee / account holder | $7,831 | $3,839+104.0% | $5,113+53.2% | $4,888+60.2% |