Filed August 1, 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 | $73,893 | $46,674+58.3% | $117,472-37.1% | $68,494+7.9% |
| Participation rate | 42.3% | 56.8%-14.5pp | 70.6%-28.3pp | 67.9%-25.6pp |
| Annual return | -15.48% | -14.52%-1.0pp | 29.74%-45.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,211 | $1,505-19.5% | $4,176-71.0% | $2,596-53.4% |
| Participant deferral / active EE | $2,518 | $2,636-4.5% | $4,070-38.1% | $4,027-37.5% |
| Admin fee / account holder | $10,187 | $4,020+153.4% | $5,645+80.5% | $5,403+88.6% |