Filed July 20, 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 | $90,598 | $70,428+28.6% | $96,562-6.2% | $85,850+5.5% |
| Participation rate | 54.1% | 61.8%-7.8pp | 69.8%-15.8pp | 69.3%-15.3pp |
| Annual return | 11.22% | 18.59%-7.4pp | 37.78%-26.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,436 | $1,413+1.6% | $2,356-39.1% | $2,565-44.0% |
| Participant deferral / active EE | $2,847 | $2,894-1.6% | $3,849-26.0% | $3,952-28.0% |
| Admin fee / account holder | $23,551 | $4,997+371.3% | $6,181+281.0% | $6,260+276.2% |