Filed October 24, 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 | $38,220 | $43,723-12.6% | $121,196-68.5% | $64,186-40.5% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.7%-21.7pp | 69.6%-19.6pp |
| Annual return | -7.36% | 68.91%-76.3pp | 16.93%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,374 | $1,296+6.0% | $4,022-65.8% | $2,381-42.3% |
| Participant deferral / active EE | $2,251 | $2,280-1.2% | $3,344-32.7% | $3,470-35.1% |
| Admin fee / account holder | $805 | $3,501-77.0% | $5,019-84.0% | $4,888-83.5% |