Filed July 18, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,999 | $107,334+0.6% | $92,893+16.3% | $152,861-29.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 23.75% | 145.58%-121.8pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,622 | $4,221-37.9% | $3,653-28.2% | $4,762-44.9% |
| Participant deferral / active EE | $6,237 | $4,845+28.7% | $4,236+47.2% | $5,850+6.6% |
| Admin fee / account holder | $32 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |