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 | $66,163 | $54,350+21.7% | $82,719-20.0% | $68,494-3.4% |
| Participation rate | 57.9% | 63.9%-6.0pp | 72.6%-14.7pp | 67.9%-10.0pp |
| Annual return | -17.64% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $424 | $2,218-80.9% | $3,009-85.9% | $2,596-83.7% |
| Participant deferral / active EE | $2,155 | $3,246-33.6% | $4,395-51.0% | $4,027-46.5% |
| Admin fee / account holder | $10,186 | $4,395+131.7% | $5,329+91.1% | $5,403+88.5% |