Filed June 14, 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 | $37,982 | $43,723-13.1% | $121,196-68.7% | $64,186-40.8% |
| Participation rate | 63.9% | 58.3%+5.6pp | 71.7%-7.9pp | 69.6%-5.7pp |
| Annual return | -7.16% | 68.91%-76.1pp | 16.93%-24.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $812 | $1,296-37.3% | $4,022-79.8% | $2,381-65.9% |
| Participant deferral / active EE | $1,297 | $2,280-43.1% | $3,344-61.2% | $3,470-62.6% |
| Admin fee / account holder | $2,527 | $3,501-27.8% | $5,019-49.7% | $4,888-48.3% |