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 | $91,480 | $95,416-4.1% | $185,823-50.8% | $85,850+6.6% |
| Participation rate | 64.1% | 68.8%-4.7pp | 81.7%-17.6pp | 69.3%-5.3pp |
| Annual return | 15.83% | 23.59%-7.8pp | 122.05%-106.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,503 | $3,314-54.6% | $5,167-70.9% | $2,565-41.4% |
| Participant deferral / active EE | $5,321 | $3,423+55.4% | $5,568-4.4% | $3,952+34.6% |
| Admin fee / account holder | $7,757 | $7,213+7.6% | $16,237-52.2% | $6,260+23.9% |