Filed July 9, 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 | $51,165 | $49,177+4.0% | $79,464-35.6% | $64,186-20.3% |
| Participation rate | 32.6% | 65.0%-32.5pp | 73.3%-40.8pp | 69.6%-37.0pp |
| Annual return | -6.52% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $719 | $2,076-65.4% | $2,800-74.3% | $2,381-69.8% |
| Participant deferral / active EE | $1,412 | $2,821-50.0% | $3,704-61.9% | $3,470-59.3% |
| Admin fee / account holder | $7,726 | $3,839+101.3% | $5,113+51.1% | $4,888+58.1% |