Filed August 1, 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 | $62,417 | $52,353+19.2% | $120,225-48.1% | $82,448-24.3% |
| Participation rate | 46.5% | 58.3%-11.8pp | 69.6%-23.1pp | 68.1%-21.6pp |
| Annual return | 17.01% | 61.85%-44.8pp | 439.23%-422.2pp | 41.64%-24.6pp |
| Employer contribution / active EE | $829 | $1,510-45.1% | $3,475-76.2% | $2,551-67.5% |
| Participant deferral / active EE | $2,043 | $2,627-22.2% | $3,999-48.9% | $4,139-50.6% |
| Admin fee / account holder | $6,508 | $4,363+49.2% | $5,696+14.3% | $7,234-10.0% |