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 | $108,183 | $59,417+82.1% | $93,606+15.6% | $74,495+45.2% |
| Participation rate | 26.7% | 59.7%-32.9pp | 68.7%-42.0pp | 67.2%-40.5pp |
| Annual return | 12.93% | 81.83%-68.9pp | 133.20%-120.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $760 | $1,264-39.9% | $2,420-68.6% | $2,623-71.0% |
| Participant deferral / active EE | $1,405 | $3,050-53.9% | $4,411-68.1% | $4,346-67.7% |
| Admin fee / account holder | $810 | $3,021-73.2% | $8,285-90.2% | $1,942-58.3% |