Filed October 18, 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 | $12,586 | $104,907-88.0% | $84,611-85.1% | $152,861-91.8% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 21.63% | 373.79%-352.2pp | 258.74%-237.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,828 | $4,688-39.7% | $3,899-27.5% | $5,850-51.7% |
| Admin fee / account holder | $3,134 | $6,241-49.8% | $4,912-36.2% | $11,596-73.0% |