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 | $48,467 | $54,350-10.8% | $82,719-41.4% | $68,494-29.2% |
| Participation rate | 49.1% | 63.9%-14.8pp | 72.6%-23.4pp | 67.9%-18.8pp |
| Annual return | -18.86% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,464 | $2,218-34.0% | $3,009-51.3% | $2,596-43.6% |
| Participant deferral / active EE | $2,799 | $3,246-13.8% | $4,395-36.3% | $4,027-30.5% |
| Admin fee / account holder | $11,383 | $4,395+159.0% | $5,329+113.6% | $5,403+110.7% |