Filed July 19, 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 | $116,061 | $57,590+101.5% | $86,233+34.6% | $82,448+40.8% |
| Participation rate | 22.4% | 57.9%-35.4pp | 69.0%-46.6pp | 68.1%-45.6pp |
| Annual return | 17.43% | 22.41%-5.0pp | 61.39%-44.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $455 | $1,655-72.5% | $2,504-81.8% | $2,551-82.1% |
| Participant deferral / active EE | $1,662 | $3,080-46.1% | $4,559-63.6% | $4,139-59.9% |
| Admin fee / account holder | $1,592 | $4,730-66.3% | $8,342-80.9% | $7,234-78.0% |