Filed June 16, 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 | $60,128 | $53,162+13.1% | $91,220-34.1% | $68,494-12.2% |
| Participation rate | 69.4% | 63.2%+6.2pp | 73.2%-3.8pp | 67.9%+1.6pp |
| Annual return | -16.92% | -3.14%-13.8pp | 114.01%-130.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,337 | $1,709-21.8% | $2,850-53.1% | $2,596-48.5% |
| Participant deferral / active EE | $6,094 | $2,974+104.9% | $4,234+44.0% | $4,027+51.3% |
| Admin fee / account holder | $1,080 | $4,493-76.0% | $5,420-80.1% | $5,403-80.0% |