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 | $107,796 | $86,929+24.0% | $102,423+5.2% | $80,856+33.3% |
| Participation rate | 67.4% | 72.4%-5.0pp | 76.5%-9.1pp | 67.6%-0.2pp |
| Annual return | 22.66% | 18.88%+3.8pp | 29.32%-6.7pp | 35.59%-12.9pp |
| Employer contribution / active EE | $1,955 | $2,369-17.5% | $3,023-35.3% | $2,755-29.0% |
| Participant deferral / active EE | $5,722 | $4,118+38.9% | $5,053+13.2% | $4,296+33.2% |
| Admin fee / account holder | $10,523 | $8,049+30.7% | $9,451+11.3% | $6,918+52.1% |