Filed August 1, 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 | $49,407 | $60,349-18.1% | $74,183-33.4% | $62,891-21.4% |
| Participation rate | 59.1% | 72.7%-13.6pp | 76.6%-17.5pp | 69.3%-10.2pp |
| Annual return | 5.42% | 21.37%-16.0pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,436 | $2,856-49.7% | $3,550-59.5% | $3,203-55.2% |
| Admin fee / account holder | $3,992 | $4,261-6.3% | $5,586-28.5% | $4,296-7.1% |