Filed October 12, 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 | $126,902 | $73,787+72.0% | $98,716+28.6% | $82,448+53.9% |
| Participation rate | 43.6% | 61.4%-17.8pp | 69.3%-25.7pp | 68.1%-24.4pp |
| Annual return | 16.47% | 18.57%-2.1pp | 31.81%-15.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,149 | $1,511-24.0% | $2,279-49.6% | $2,551-55.0% |
| Participant deferral / active EE | $2,131 | $3,081-30.8% | $4,048-47.4% | $4,139-48.5% |
| Admin fee / account holder | $981 | $6,500-84.9% | $8,703-88.7% | $7,234-86.4% |