Filed August 2, 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 | $148,500 | $63,924+132.3% | $108,579+36.8% | $55,167+169.2% |
| Participation rate | 57.0% | 74.3%-17.3pp | 79.6%-22.6pp | 69.0%-12.0pp |
| Annual return | 8.18% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,611 | $1,879+38.9% | $3,758-30.5% | $1,963+33.0% |
| Participant deferral / active EE | $3,954 | $3,067+28.9% | $4,311-8.3% | $3,054+29.5% |
| Admin fee / account holder | $5,433 | $618+779.6% | $7,645-28.9% | $504+978.2% |