Filed July 25, 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 | $50,269 | $60,124-16.4% | $90,404-44.4% | $79,858-37.1% |
| Participation rate | 64.6% | 65.0%-0.4pp | 72.7%-8.1pp | 69.6%-5.0pp |
| Annual return | 25.16% | 71.94%-46.8pp | 1293.02%-1267.9pp | 31.71%-6.6pp |
| Employer contribution / active EE | $1,822 | $2,068-11.9% | $3,262-44.1% | $2,471-26.2% |
| Participant deferral / active EE | $3,027 | $2,938+3.0% | $3,963-23.6% | $3,740-19.1% |
| Admin fee / account holder | $4,306 | $3,976+8.3% | $5,611-23.3% | $5,306-18.9% |