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 | $96,524 | $80,968+19.2% | $96,5440% | $75,163+28.4% |
| Participation rate | 58.5% | 71.8%-13.3pp | 76.0%-17.5pp | 67.2%-8.7pp |
| Annual return | 14.90% | 27.06%-12.2pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,721 | $2,282-24.6% | $2,965-42.0% | $2,670-35.5% |
| Participant deferral / active EE | $6,535 | $3,928+66.4% | $4,851+34.7% | $4,125+58.4% |
| Admin fee / account holder | $4,670 | $6,724-30.5% | $8,252-43.4% | $5,651-17.4% |