Filed September 6, 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 | $92,194 | $43,723+110.9% | $121,196-23.9% | $64,186+43.6% |
| Participation rate | 59.0% | 58.3%+0.7pp | 71.7%-12.7pp | 69.6%-10.5pp |
| Annual return | -7.69% | 68.91%-76.6pp | 16.93%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,817 | $1,296+40.1% | $4,022-54.8% | $2,381-23.7% |
| Participant deferral / active EE | $3,174 | $2,280+39.2% | $3,344-5.1% | $3,470-8.5% |
| Admin fee / account holder | $2,354 | $3,501-32.8% | $5,019-53.1% | $4,888-51.8% |