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 | $96,212 | $53,516+79.8% | $126,539-24.0% | $84,808+13.4% |
| Participation rate | 47.4% | 58.2%-10.9pp | 69.8%-22.4pp | 68.3%-20.9pp |
| Annual return | 17.26% | 58.34%-41.1pp | 425.95%-408.7pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,248 | $1,535-18.7% | $3,674-66.0% | $2,631-52.6% |
| Participant deferral / active EE | $2,210 | $2,671-17.2% | $4,083-45.9% | $4,212-47.5% |
| Admin fee / account holder | $11,987 | $4,497+166.6% | $6,065+97.7% | $7,344+63.2% |