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 | $79,888 | $91,552-12.7% | $133,956-40.4% | $79,8580% |
| Participation rate | 60.6% | 73.3%-12.7pp | 79.8%-19.2pp | 69.6%-9.0pp |
| Annual return | 14.42% | 61.85%-47.4pp | 45.09%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,101 | $2,384-53.8% | $3,919-71.9% | $2,471-55.4% |
| Participant deferral / active EE | $3,043 | $3,733-18.5% | $5,048-39.7% | $3,740-18.6% |
| Admin fee / account holder | $4,459 | $6,321-29.5% | $8,927-50.1% | $5,306-16.0% |