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 | $86,122 | $101,724-15.3% | $164,813-47.7% | $80,856+6.5% |
| Participation rate | 56.9% | 71.8%-14.9pp | 78.6%-21.7pp | 67.6%-10.7pp |
| Annual return | 12.20% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,895 | $2,953-35.8% | $4,341-56.3% | $2,755-31.2% |
| Participant deferral / active EE | $3,061 | $4,477-31.6% | $6,031-49.2% | $4,296-28.7% |
| Admin fee / account holder | $15,771 | $8,227+91.7% | $12,690+24.3% | $6,918+128.0% |