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 | $40,144 | $46,674-14.0% | $117,472-65.8% | $68,494-41.4% |
| Participation rate | 47.1% | 56.8%-9.7pp | 70.6%-23.5pp | 67.9%-20.8pp |
| Annual return | -17.48% | -14.52%-3.0pp | 29.74%-47.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,595 | $1,505+6.0% | $4,176-61.8% | $2,596-38.6% |
| Participant deferral / active EE | $2,288 | $2,636-13.2% | $4,070-43.8% | $4,027-43.2% |
| Admin fee / account holder | $2,115 | $4,020-47.4% | $5,645-62.5% | $5,403-60.9% |