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 | $125,551 | $115,770+8.4% | $101,248+24.0% | $158,922-21.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 12.94% | 56.14%-43.2pp | 46.47%-33.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,759 | $4,175-57.9% | $3,660-51.9% | $4,761-63.1% |
| Participant deferral / active EE | $4,028 | $4,957-18.7% | $4,370-7.8% | $5,982-32.7% |
| Admin fee / account holder | $4,262 | $7,245-41.2% | $5,945-28.3% | $11,246-62.1% |