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 | $39,463 | $39,162+0.8% | $100,671-60.8% | $59,632-33.8% |
| Participation rate | 33.3% | 55.9%-22.5pp | 70.7%-37.4pp | 68.7%-35.3pp |
| Annual return | -0.35% | 21.07%-21.4pp | 20.43%-20.8pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,121 | $1,992+6.5% | $3,144-32.5% | $3,192-33.6% |
| Admin fee / account holder | $1,955 | $2,969-34.2% | $4,850-59.7% | $4,297-54.5% |