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 | $60,022+93.4% | $88,946+30.5% | $84,808+36.9% |
| Participation rate | 22.4% | 57.8%-35.4pp | 68.8%-46.4pp | 68.3%-45.9pp |
| Annual return | 17.43% | 22.43%-5.0pp | 57.82%-40.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $455 | $1,703-73.3% | $2,555-82.2% | $2,631-82.7% |
| Participant deferral / active EE | $1,662 | $3,114-46.6% | $4,581-63.7% | $4,212-60.5% |
| Admin fee / account holder | $1,592 | $4,811-66.9% | $8,261-80.7% | $7,344-78.3% |