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 | $162,923 | $71,192+128.8% | $117,854+38.2% | $62,292+161.5% |
| Participation rate | 59.4% | 74.2%-14.8pp | 79.7%-20.2pp | 69.5%-10.1pp |
| Annual return | 17.66% | 18.66%-1.0pp | 335.08%-317.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,922 | $1,934+51.1% | $3,786-22.8% | $2,042+43.1% |
| Participant deferral / active EE | $4,281 | $3,189+34.2% | $4,482-4.5% | $3,169+35.1% |
| Admin fee / account holder | $13,269 | $587+2159.5% | $8,020+65.4% | $479+2668.2% |