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 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 | $136,488 | $53,596+154.7% | $90,645+50.6% | $64,186+112.6% |
| Participation rate | 30.3% | 64.5%-34.2pp | 74.0%-43.7pp | 69.6%-39.3pp |
| Annual return | -6.14% | 4.41%-10.6pp | 1.88%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,017 | $1,503-32.4% | $2,532-59.8% | $2,381-57.3% |
| Participant deferral / active EE | $1,714 | $2,459-30.3% | $3,425-49.9% | $3,470-50.6% |
| Admin fee / account holder | $3,744 | $3,868-3.2% | $4,994-25.0% | $4,888-23.4% |