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 | $75,388 | $91,190-17.3% | $178,490-57.8% | $79,858-5.6% |
| Participation rate | 68.9% | 69.2%-0.3pp | 81.9%-13.1pp | 69.6%-0.8pp |
| Annual return | 25.32% | 24.19%+1.1pp | 151.07%-125.8pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,250 | $3,256-61.6% | $5,011-75.0% | $2,471-49.4% |
| Participant deferral / active EE | $4,574 | $3,236+41.3% | $5,202-12.1% | $3,740+22.3% |
| Admin fee / account holder | $1,335 | $6,751-80.2% | $13,984-90.5% | $5,306-74.8% |