Filed June 22, 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 5-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 | $48,125 | $98,750-51.3% | $149,696-67.9% | $79,858-39.7% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.5%-16.8pp | 69.6%-3.9pp |
| Annual return | 15.52% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $948 | $3,216-70.5% | $4,644-79.6% | $2,471-61.7% |
| Participant deferral / active EE | $5,888 | $5,680+3.7% | $6,842-13.9% | $3,740+57.4% |
| Admin fee / account holder | $6,886 | $6,053+13.8% | $9,309-26.0% | $5,306+29.8% |