Filed July 29, 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 | $46,013 | $80,968-43.2% | $96,544-52.3% | $75,163-38.8% |
| Participation rate | 44.6% | 71.8%-27.2pp | 76.0%-31.4pp | 67.2%-22.6pp |
| Annual return | 17.93% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $733 | $2,282-67.9% | $2,965-75.3% | $2,670-72.5% |
| Participant deferral / active EE | $2,150 | $3,928-45.3% | $4,851-55.7% | $4,125-47.9% |
| Admin fee / account holder | $1,644 | $6,724-75.6% | $8,252-80.1% | $5,651-70.9% |