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 | $64,427 | $65,409-1.5% | $98,442-34.6% | $85,850-25.0% |
| Participation rate | 61.7% | 65.0%-3.3pp | 73.3%-11.6pp | 69.3%-7.6pp |
| Annual return | 19.18% | 21.76%-2.6pp | 1492.73%-1473.6pp | 318.53%-299.4pp |
| Employer contribution / active EE | $2,011 | $2,168-7.2% | $2,960-32.1% | $2,565-21.6% |
| Participant deferral / active EE | $3,689 | $3,166+16.5% | $4,276-13.7% | $3,952-6.7% |
| Admin fee / account holder | $680 | $4,593-85.2% | $5,949-88.6% | $6,260-89.1% |