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 | $61,463 | $85,202-27.9% | $172,739-64.4% | $72,985-15.8% |
| Participation rate | 66.0% | 70.1%-4.0pp | 82.6%-16.6pp | 69.5%-3.4pp |
| Annual return | 26.98% | 27.32%-0.3pp | 802.84%-775.9pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,153 | $3,324-65.3% | $5,143-77.6% | $2,440-52.7% |
| Participant deferral / active EE | $4,399 | $3,260+34.9% | $5,198-15.4% | $3,607+21.9% |
| Admin fee / account holder | $3,319 | $5,884-43.6% | $13,954-76.2% | $5,124-35.2% |