Filed July 15, 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 8-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 | $26,582 | $55,002-51.7% | $59,878-55.6% | $56,287-52.8% |
| Participation rate | 61.7% | 75.9%-14.2pp | 74.7%-13.0pp | 69.9%-8.2pp |
| Annual return | 1.02% | 1.13%-0.1pp | 3.46%-2.4pp | -9.96%+11.0pp |
| Employer contribution / active EE | $1,060 | $2,448-56.7% | $2,722-61.1% | $2,111-49.8% |
| Participant deferral / active EE | $2,725 | $3,121-12.7% | $3,402-19.9% | $3,350-18.6% |
| Admin fee / account holder | $1,240 | $236+425.8% | $3,590-65.5% | $521+138.0% |