Filed July 21, 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 | $54,507 | $87,013-37.4% | $106,213-48.7% | $80,856-32.6% |
| Participation rate | 63.5% | 70.4%-7.0pp | 75.3%-11.8pp | 67.6%-4.2pp |
| Annual return | 24.81% | 17.05%+7.8pp | 116.14%-91.3pp | 35.59%-10.8pp |
| Employer contribution / active EE | $1,345 | $2,395-43.8% | $3,171-57.6% | $2,755-51.2% |
| Participant deferral / active EE | $2,324 | $3,986-41.7% | $5,016-53.7% | $4,296-45.9% |
| Admin fee / account holder | $5,938 | $8,431-29.6% | $11,033-46.2% | $6,918-14.2% |