Filed May 18, 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 | $159,711 | $64,707+146.8% | $112,228+42.3% | $68,494+133.2% |
| Participation rate | 52.6% | 67.2%-14.5pp | 75.1%-22.4pp | 67.9%-15.3pp |
| Annual return | -17.54% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,743 | $2,746-36.5% | $3,635-52.0% | $2,596-32.9% |
| Participant deferral / active EE | $3,910 | $3,565+9.7% | $4,728-17.3% | $4,027-2.9% |
| Admin fee / account holder | $306 | $5,232-94.2% | $6,410-95.2% | $5,403-94.3% |