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 | $105,191 | $78,422+34.1% | $95,952+9.6% | $79,858+31.7% |
| Participation rate | 60.6% | 73.5%-12.9pp | 77.1%-16.5pp | 69.6%-9.1pp |
| Annual return | 22.57% | 19.37%+3.2pp | 91.61%-69.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,778 | $1,945-8.6% | $2,541-30.0% | $2,471-28.0% |
| Participant deferral / active EE | $5,145 | $3,440+49.6% | $4,167+23.5% | $3,740+37.6% |
| Admin fee / account holder | $10,170 | $5,622+80.9% | $6,795+49.7% | $5,306+91.7% |