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 | $78,995 | $60,124+31.4% | $90,404-12.6% | $79,858-1.1% |
| Participation rate | 62.9% | 65.0%-2.1pp | 72.7%-9.8pp | 69.6%-6.8pp |
| Annual return | 12.14% | 71.94%-59.8pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,129 | $2,068-45.4% | $3,262-65.4% | $2,471-54.3% |
| Participant deferral / active EE | $5,866 | $2,938+99.6% | $3,963+48.0% | $3,740+56.8% |
| Admin fee / account holder | $30,422 | $3,976+665.1% | $5,611+442.2% | $5,306+473.3% |