Filed August 4, 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 8-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 | $68,269 | $42,383+61.1% | $76,523-10.8% | $64,186+6.4% |
| Participation rate | 59.7% | 58.1%+1.6pp | 68.0%-8.3pp | 69.6%-9.9pp |
| Annual return | -2.65% | -16.54%+13.9pp | -0.27%-2.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $267 | $1,563-82.9% | $2,647-89.9% | $2,381-88.8% |
| Participant deferral / active EE | $2,050 | $2,566-20.1% | $3,835-46.5% | $3,470-40.9% |
| Admin fee / account holder | $3,537 | $3,198+10.6% | $4,848-27.0% | $4,888-27.6% |