Filed April 26, 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 | $40,233 | $90,600-55.6% | $79,464-49.4% | $135,375-70.3% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 82.6%-13.4pp |
| Annual return | -4.74% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,213 | $3,068+37.3% | $2,800+50.4% | $4,779-11.8% |
| Participant deferral / active EE | $6,462 | $4,050+59.5% | $3,704+74.5% | $5,609+15.2% |
| Admin fee / account holder | $683 | $5,907-88.4% | $5,113-86.6% | $10,827-93.7% |