Filed July 19, 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 | $62,631 | $83,477-25.0% | $125,175-50.0% | $72,985-14.2% |
| Participation rate | 55.9% | 73.3%-17.4pp | 79.8%-23.9pp | 69.5%-13.6pp |
| Annual return | 19.28% | 25.78%-6.5pp | 43.79%-24.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,874 | $2,345-20.1% | $3,865-51.5% | $2,440-23.2% |
| Participant deferral / active EE | $3,177 | $3,585-11.4% | $4,937-35.7% | $3,607-11.9% |
| Admin fee / account holder | $11,354 | $5,517+105.8% | $9,702+17.0% | $5,124+121.6% |