Filed November 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 7-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 | $41,762 | $96,128-56.6% | $136,007-69.3% | $80,856-48.4% |
| Participation rate | 60.0% | 71.2%-11.2pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 11.43% | 28.71%-17.3pp | 579.32%-567.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,822 | $3,351-15.8% | $4,217-33.1% | $2,755+2.5% |
| Participant deferral / active EE | $3,819 | $5,709-33.1% | $7,025-45.6% | $4,296-11.1% |
| Admin fee / account holder | $1,668 | $8,236-79.7% | $6,858-75.7% | $6,918-75.9% |