Filed July 14, 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 | $131,794 | $51,638+155.2% | $68,368+92.8% | $82,448+59.9% |
| Participation rate | 52.6% | 63.6%-11.0pp | 73.8%-21.1pp | 68.1%-15.4pp |
| Annual return | 17.99% | 37.53%-19.5pp | 292.57%-274.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $4,878 | $2,047+138.4% | $2,649+84.2% | $2,551+91.2% |
| Participant deferral / active EE | $5,510 | $2,914+89.1% | $4,123+33.6% | $4,139+33.1% |
| Admin fee / account holder | $15,494 | $4,643+233.7% | $5,150+200.9% | $7,234+114.2% |