Filed August 4, 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 | $70,751 | $76,552-7.6% | $123,892-42.9% | $62,891+12.5% |
| Participation rate | 51.4% | 73.0%-21.6pp | 81.4%-30.1pp | 69.3%-18.0pp |
| Annual return | 5.92% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,404 | $2,883-51.3% | $4,617-69.6% | $2,281-38.5% |
| Participant deferral / active EE | $3,308 | $4,840-31.6% | $5,984-44.7% | $3,203+3.3% |
| Admin fee / account holder | $3,187 | $4,826-34.0% | $8,357-61.9% | $4,296-25.8% |