Filed August 8, 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 | $40,403 | $78,705-48.7% | $117,854-65.7% | $70,131-42.4% |
| Participation rate | 60.7% | 73.2%-12.5pp | 79.7%-18.9pp | 69.5%-8.8pp |
| Annual return | 14.46% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,119 | $3,297-35.7% | $4,482-52.7% | $3,332-36.4% |
| Admin fee / account holder | $1,265 | $5,065-75.0% | $8,020-84.2% | $4,645-72.8% |