Filed July 12, 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 | $9,374 | $117,690-92.0% | $71,735-86.9% | $134,475-93.0% |
| Participation rate | 63.6% | 68.8%-5.2pp | 62.3%+1.3pp | 81.2%-17.6pp |
| Annual return | -19.23% | 25.44%-44.7pp | 9.14%-28.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,480 | $2,525-41.4% | $1,704-13.2% | $4,740-68.8% |
| Participant deferral / active EE | $2,216 | $3,759-41.0% | $2,658-16.6% | $6,400-65.4% |
| Admin fee / account holder | $1,959 | $6,379-69.3% | $3,974-50.7% | $11,426-82.9% |