Filed August 2, 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 | $138,643 | $57,108+142.8% | $94,224+47.1% | $52,331+164.9% |
| Participation rate | 53.8% | 72.9%-19.1pp | 78.8%-24.9pp | 68.1%-14.3pp |
| Annual return | -0.60% | 1.47%-2.1pp | 10.68%-11.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,447 | $1,735+41.0% | $3,587-31.8% | $1,882+30.0% |
| Participant deferral / active EE | $3,722 | $3,040+22.4% | $4,320-13.8% | $3,022+23.2% |
| Admin fee / account holder | $4,018 | $546+635.2% | $6,269-35.9% | $592+579.2% |