Filed July 18, 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 | $70,938 | $99,341-28.6% | $84,750-16.3% | $273,961-74.1% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 5.41% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,879 | $4,214-31.7% | $3,574-19.5% | $4,869-40.9% |
| Participant deferral / active EE | $1,259 | $4,269-70.5% | $3,712-66.1% | $5,287-76.2% |
| Admin fee / account holder | $1,976 | $6,644-70.3% | $5,332-62.9% | $10,132-80.5% |