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 | $54,705+140.9% | $71,209+85.1% | $84,808+55.4% |
| Participation rate | 52.6% | 64.1%-11.4pp | 73.8%-21.1pp | 68.3%-15.7pp |
| Annual return | 17.99% | 35.90%-17.9pp | 282.51%-264.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,878 | $2,158+126.1% | $2,721+79.3% | $2,631+85.4% |
| Participant deferral / active EE | $5,510 | $3,030+81.8% | $4,175+32.0% | $4,212+30.8% |
| Admin fee / account holder | $15,494 | $4,863+218.6% | $5,349+189.7% | $7,344+111.0% |