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 | $73,199 | $55,415+32.1% | $155,509-52.9% | $74,495-1.7% |
| Participation rate | 51.5% | 61.9%-10.4pp | 78.2%-26.6pp | 67.2%-15.7pp |
| Annual return | 15.10% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,152 | $2,267-49.2% | $4,672-75.3% | $2,623-56.1% |
| Participant deferral / active EE | $4,531 | $2,836+59.8% | $5,626-19.5% | $4,346+4.3% |
| Admin fee / account holder | $14,879 | $1,738+755.9% | $15,912-6.5% | $1,942+666.3% |