Filed June 20, 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 | $45,110 | $42,383+6.4% | $76,523-41.1% | $64,186-29.7% |
| Participation rate | 67.4% | 58.1%+9.2pp | 68.0%-0.6pp | 69.6%-2.2pp |
| Annual return | -3.73% | -16.54%+12.8pp | -0.27%-3.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,479 | $1,563-5.4% | $2,647-44.1% | $2,381-37.9% |
| Participant deferral / active EE | $5,697 | $2,566+122.0% | $3,835+48.5% | $3,470+64.2% |
| Admin fee / account holder | $1,662 | $3,198-48.0% | $4,848-65.7% | $4,888-66.0% |