Filed July 19, 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 | $38,919 | $65,703-40.8% | $94,224-58.7% | $59,632-34.7% |
| Participation rate | 57.8% | 72.1%-14.3pp | 78.8%-21.0pp | 68.7%-10.9pp |
| Annual return | -0.10% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,723 | $2,021-14.7% | $3,587-51.9% | $2,203-21.8% |
| Participant deferral / active EE | $3,051 | $3,143-2.9% | $4,320-29.4% | $3,192-4.4% |
| Admin fee / account holder | $6,447 | $4,264+51.2% | $6,269+2.8% | $4,297+50.0% |