Filed October 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 | $42,417 | $49,177-13.7% | $79,464-46.6% | $64,186-33.9% |
| Participation rate | 60.4% | 65.0%-4.7pp | 73.3%-13.0pp | 69.6%-9.2pp |
| Annual return | -3.08% | -1.16%-1.9pp | 718.14%-721.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,237 | $2,076-40.4% | $2,800-55.8% | $2,381-48.1% |
| Participant deferral / active EE | $2,109 | $2,821-25.3% | $3,704-43.1% | $3,470-39.2% |
| Admin fee / account holder | $2,422 | $3,839-36.9% | $5,113-52.6% | $4,888-50.4% |