Filed August 29, 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 | $25,747 | $49,177-47.6% | $79,464-67.6% | $64,186-59.9% |
| Participation rate | 65.6% | 65.0%+0.6pp | 73.3%-7.7pp | 69.6%-3.9pp |
| Annual return | -7.06% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,077 | $2,0760% | $2,800-25.8% | $2,381-12.8% |
| Participant deferral / active EE | $3,754 | $2,821+33.1% | $3,704+1.4% | $3,470+8.2% |
| Admin fee / account holder | $5,396 | $3,839+40.6% | $5,113+5.5% | $4,888+10.4% |