Filed August 31, 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 | $139,003 | $159,901-13.1% | $146,958-5.4% | $145,922-4.7% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.4pp | 80.3%-15.6pp |
| Annual return | 17.63% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,528 | $5,286-52.2% | $4,933-48.8% | $4,660-45.8% |
| Participant deferral / active EE | $6,499 | $8,428-22.9% | $8,070-19.5% | $6,688-2.8% |
| Admin fee / account holder | $4,614 | $15,044-69.3% | $12,998-64.5% | $13,397-65.6% |