Filed August 4, 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 9-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 | $14,238 | $73,867-80.7% | $143,757-90.1% | $68,494-79.2% |
| Participation rate | 50.9% | 66.7%-15.7pp | 80.3%-29.4pp | 67.9%-17.0pp |
| Annual return | -12.63% | 1.01%-13.6pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $651 | $3,184-79.5% | $4,951-86.8% | $2,596-74.9% |
| Participant deferral / active EE | $1,148 | $3,384-66.1% | $5,637-79.6% | $4,027-71.5% |
| Admin fee / account holder | $1,309 | $5,755-77.3% | $14,673-91.1% | $5,403-75.8% |