Filed July 25, 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 | $39,859 | $54,762-27.2% | $90,281-55.9% | $72,985-45.4% |
| Participation rate | 58.0% | 65.1%-7.1pp | 73.3%-15.3pp | 69.5%-11.5pp |
| Annual return | 24.49% | 30.63%-6.1pp | 78.10%-53.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,755 | $2,092-16.1% | $2,854-38.5% | $2,440-28.1% |
| Participant deferral / active EE | $3,191 | $2,887+10.5% | $3,885-17.9% | $3,607-11.5% |
| Admin fee / account holder | $14,825 | $3,972+273.2% | $5,351+177.0% | $5,124+189.3% |