Filed July 20, 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 | $79,233 | $59,805+32.5% | $79,550-0.4% | $68,494+15.7% |
| Participation rate | 39.5% | 61.1%-21.5pp | 69.5%-30.0pp | 67.9%-28.4pp |
| Annual return | -14.99% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,048 | $1,505-30.4% | $2,413-56.6% | $2,596-59.6% |
| Participant deferral / active EE | $2,321 | $3,024-23.3% | $3,985-41.8% | $4,027-42.4% |
| Admin fee / account holder | $15,159 | $4,835+213.6% | $6,832+121.9% | $5,403+180.6% |