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 | $49,975 | $65,557-23.8% | $64,056-22.0% | $71,457-30.1% |
| Participation rate | 40.7% | 73.2%-32.5pp | 72.3%-31.6pp | 67.9%-27.2pp |
| Annual return | 13.33% | 18.94%-5.6pp | 33.69%-20.4pp | 28.85%-15.5pp |
| Employer contribution / active EE | $691 | $2,669-74.1% | $2,747-74.9% | $2,588-73.3% |
| Participant deferral / active EE | $2,162 | $3,626-40.4% | $3,880-44.3% | $4,289-49.6% |
| Admin fee / account holder | $2,772 | $616+350.1% | $3,068-9.6% | $1,587+74.7% |