Filed October 13, 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 | $64,483 | $49,177+31.1% | $79,464-18.9% | $64,186+0.5% |
| Participation rate | 66.2% | 65.0%+1.1pp | 73.3%-7.2pp | 69.6%-3.4pp |
| Annual return | -5.71% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,487 | $2,076-28.4% | $2,800-46.9% | $2,381-37.5% |
| Participant deferral / active EE | $4,370 | $2,821+54.9% | $3,704+18.0% | $3,470+26.0% |
| Admin fee / account holder | $9,506 | $3,839+147.6% | $5,113+85.9% | $4,888+94.5% |