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 | $78,985 | $61,272+28.9% | $149,673-47.2% | $71,457+10.5% |
| Participation rate | 46.3% | 62.5%-16.2pp | 78.8%-32.5pp | 67.9%-21.6pp |
| Annual return | 19.51% | 35.85%-16.3pp | 134.42%-114.9pp | 28.85%-9.3pp |
| Employer contribution / active EE | $901 | $2,378-62.1% | $4,818-81.3% | $2,588-65.2% |
| Participant deferral / active EE | $3,472 | $2,917+19.0% | $5,680-38.9% | $4,289-19.0% |
| Admin fee / account holder | $4,381 | $1,261+247.4% | $13,210-66.8% | $1,587+176.0% |