Filed November 14, 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 7-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 | $31,501 | $90,745-65.3% | $130,231-75.8% | $75,163-58.1% |
| Participation rate | 50.9% | 71.1%-20.2pp | 76.3%-25.4pp | 67.2%-16.3pp |
| Annual return | 16.23% | 34.45%-18.2pp | 38.77%-22.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,422 | $3,314-26.9% | $4,126-41.3% | $2,670-9.3% |
| Participant deferral / active EE | $3,176 | $5,362-40.8% | $6,799-53.3% | $4,125-23.0% |
| Admin fee / account holder | $2,481 | $6,331-60.8% | $6,020-58.8% | $5,651-56.1% |