Filed July 10, 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 | $34,279 | $124,185-72.4% | $108,410-68.4% | $167,490-79.5% |
| Participation rate | 25.0% | 82.3%-57.3pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 35.70% | 1379.64%-1343.9pp | 905.27%-869.6pp | 478.56%-442.9pp |
| Employer contribution / active EE | $839 | $4,187-80.0% | $3,558-76.4% | $4,837-82.7% |
| Participant deferral / active EE | $2,410 | $6,908-65.1% | $6,563-63.3% | $6,341-62.0% |
| Admin fee / account holder | $16,774 | $9,455+77.4% | $7,295+129.9% | $12,309+36.3% |