Filed June 30, 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 8-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 | $66,576 | $138,065-51.8% | $123,544-46.1% | $135,375-50.8% |
| Participation rate | 64.7% | 84.7%-20.0pp | 82.3%-17.6pp | 82.6%-17.9pp |
| Annual return | -6.57% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,167 | $5,151-57.9% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $5,328 | $6,799-21.6% | $6,426-17.1% | $5,609-5.0% |
| Admin fee / account holder | $9,213 | $10,916-15.6% | $9,284-0.8% | $10,827-14.9% |