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 | $61,952 | $58,208+6.4% | $81,812-24.3% | $80,856-23.4% |
| Participation rate | 61.5% | 63.4%-1.9pp | 72.3%-10.8pp | 67.6%-6.1pp |
| Annual return | 19.33% | 41.66%-22.3pp | 773.79%-754.5pp | 35.59%-16.3pp |
| Employer contribution / active EE | $1,642 | $2,340-29.8% | $2,912-43.6% | $2,755-40.4% |
| Participant deferral / active EE | $3,677 | $3,281+12.1% | $4,319-14.9% | $4,296-14.4% |
| Admin fee / account holder | $1,431 | $4,981-71.3% | $7,386-80.6% | $6,918-79.3% |