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 | $73,561 | $41,377+77.8% | $109,313-32.7% | $62,891+17.0% |
| Participation rate | 58.3% | 57.5%+0.8pp | 71.3%-12.9pp | 69.3%-11.0pp |
| Annual return | 6.06% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $538 | $1,276-57.8% | $3,892-86.2% | $2,281-76.4% |
| Participant deferral / active EE | $2,006 | $2,045-1.9% | $3,166-36.6% | $3,203-37.4% |
| Admin fee / account holder | $11,444 | $2,884+296.8% | $5,666+102.0% | $4,296+166.4% |