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 | $24,607 | $73,867-66.7% | $143,757-82.9% | $68,494-64.1% |
| Participation rate | 30.8% | 66.7%-35.9pp | 80.3%-49.5pp | 67.9%-37.1pp |
| Annual return | -8.08% | 1.01%-9.1pp | -0.04%-8.0pp | -7.84%-0.2pp |
| Employer contribution / active EE | $654 | $3,184-79.4% | $4,951-86.8% | $2,596-74.8% |
| Participant deferral / active EE | $936 | $3,384-72.3% | $5,637-83.4% | $4,027-76.7% |
| Admin fee / account holder | $49,394 | $5,755+758.3% | $14,673+236.6% | $5,403+814.2% |