Filed December 28, 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 | $150,285 | $80,717+86.2% | $154,803-2.9% | $84,808+77.2% |
| Participation rate | 61.4% | 66.8%-5.4pp | 78.1%-16.7pp | 68.3%-6.9pp |
| Annual return | 14.75% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,717 | $2,761+143.2% | $4,305+56.0% | $2,631+155.3% |
| Participant deferral / active EE | $4,946 | $3,303+49.7% | $5,540-10.7% | $4,212+17.4% |
| Admin fee / account holder | $53,323 | $6,746+690.5% | $14,329+272.1% | $7,344+626.1% |