Filed July 19, 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 | $58,924 | $41,377+42.4% | $109,313-46.1% | $62,891-6.3% |
| Participation rate | 43.3% | 57.5%-14.2pp | 71.3%-27.9pp | 69.3%-26.0pp |
| Annual return | 5.42% | 11.05%-5.6pp | 22.07%-16.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $381 | $1,276-70.1% | $3,892-90.2% | $2,281-83.3% |
| Participant deferral / active EE | $2,092 | $2,045+2.3% | $3,166-33.9% | $3,203-34.7% |
| Admin fee / account holder | $5,778 | $2,884+100.3% | $5,666+2.0% | $4,296+34.5% |