Filed October 24, 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 | $101,526 | $52,353+93.9% | $120,225-15.6% | $82,448+23.1% |
| Participation rate | 55.0% | 58.3%-3.3pp | 69.6%-14.6pp | 68.1%-13.1pp |
| Annual return | 15.27% | 61.85%-46.6pp | 439.23%-424.0pp | 41.64%-26.4pp |
| Employer contribution / active EE | $951 | $1,510-37.0% | $3,475-72.6% | $2,551-62.7% |
| Participant deferral / active EE | $3,166 | $2,627+20.5% | $3,999-20.8% | $4,139-23.5% |
| Admin fee / account holder | $2,952 | $4,363-32.3% | $5,696-48.2% | $7,234-59.2% |