Filed August 11, 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 | $213,922 | $176,377+21.3% | $134,143+59.5% | $158,922+34.6% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 7.71% | 63.63%-55.9pp | 36.33%-28.6pp | 302.83%-295.1pp |
| Employer contribution / active EE | $5,339 | $5,040+5.9% | $3,704+44.1% | $4,761+12.1% |
| Participant deferral / active EE | $9,742 | $4,091+138.1% | $3,499+178.4% | $5,982+62.8% |
| Admin fee / account holder | $5,007 | $8,718-42.6% | $6,684-25.1% | $11,246-55.5% |