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 | $65,528 | $54,350+20.6% | $82,719-20.8% | $68,494-4.3% |
| Participation rate | 55.1% | 63.9%-8.8pp | 72.6%-17.4pp | 67.9%-12.8pp |
| Annual return | -14.89% | -13.67%-1.2pp | 701.18%-716.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,519 | $2,218-31.5% | $3,009-49.5% | $2,596-41.5% |
| Participant deferral / active EE | $3,037 | $3,246-6.4% | $4,395-30.9% | $4,027-24.6% |
| Admin fee / account holder | $2,719 | $4,395-38.1% | $5,329-49.0% | $5,403-49.7% |