Filed June 14, 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 | $59,500 | $176,377-66.3% | $134,143-55.6% | $158,922-62.6% |
| Participation rate | 65.0% | 78.7%-13.7pp | 72.2%-7.2pp | 82.0%-17.0pp |
| Annual return | 19.21% | 63.63%-44.4pp | 36.33%-17.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,537 | $5,040-69.5% | $3,704-58.5% | $4,761-67.7% |
| Participant deferral / active EE | $2,177 | $4,091-46.8% | $3,499-37.8% | $5,982-63.6% |
| Admin fee / account holder | $4,672 | $8,718-46.4% | $6,684-30.1% | $11,246-58.5% |