Filed June 14, 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 | $78,251 | $48,570+61.1% | $130,648-40.1% | $72,985+7.2% |
| Participation rate | 64.8% | 58.6%+6.3pp | 71.7%-6.9pp | 69.5%-4.7pp |
| Annual return | 25.57% | 38.63%-13.1pp | 1708.96%-1683.4pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,444 | $1,334+83.2% | $4,092-40.3% | $2,440+0.2% |
| Participant deferral / active EE | $4,673 | $2,384+96.0% | $3,603+29.7% | $3,607+29.5% |
| Admin fee / account holder | $861 | $3,549-75.7% | $5,464-84.2% | $5,124-83.2% |