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 | $32,535 | $92,703-64.9% | $82,719-60.7% | $134,475-75.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -11.24% | 944.92%-956.2pp | 701.18%-712.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,505 | $3,274+7.1% | $3,009+16.5% | $4,740-26.1% |
| Participant deferral / active EE | $2,817 | $4,802-41.3% | $4,395-35.9% | $6,400-56.0% |
| Admin fee / account holder | $556 | $5,983-90.7% | $5,329-89.6% | $11,426-95.1% |