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 | $108,625 | $46,674+132.7% | $117,472-7.5% | $68,494+58.6% |
| Participation rate | 67.1% | 56.8%+10.3pp | 70.6%-3.5pp | 67.9%-0.8pp |
| Annual return | -10.03% | -14.52%+4.5pp | 29.74%-39.8pp | -7.84%-2.2pp |
| Employer contribution / active EE | $2,075 | $1,505+37.9% | $4,176-50.3% | $2,596-20.1% |
| Participant deferral / active EE | $3,444 | $2,636+30.7% | $4,070-15.4% | $4,027-14.5% |
| Admin fee / account holder | $14,942 | $4,020+271.7% | $5,645+164.7% | $5,403+176.6% |