Filed July 25, 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 | $98,468 | $70,428+39.8% | $96,562+2.0% | $85,850+14.7% |
| Participation rate | 62.3% | 61.8%+0.5pp | 69.8%-7.5pp | 69.3%-7.0pp |
| Annual return | 16.47% | 18.59%-2.1pp | 37.78%-21.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,173 | $1,413-17.0% | $2,356-50.2% | $2,565-54.3% |
| Participant deferral / active EE | $2,416 | $2,894-16.5% | $3,849-37.2% | $3,952-38.9% |
| Admin fee / account holder | $18,824 | $4,997+276.7% | $6,181+204.6% | $6,260+200.7% |