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 | $45,267 | $43,075+5.1% | $74,583-39.3% | $62,891-28.0% |
| Participation rate | 40.7% | 58.1%-17.3pp | 68.1%-27.4pp | 69.3%-28.6pp |
| Annual return | 9.88% | 17.50%-7.6pp | 20.47%-10.6pp | 20.14%-10.3pp |
| Employer contribution / active EE | $912 | $1,498-39.1% | $2,525-63.9% | $2,281-60.0% |
| Participant deferral / active EE | $1,640 | $2,389-31.4% | $3,458-52.6% | $3,203-48.8% |
| Admin fee / account holder | $3,128 | $2,840+10.1% | $4,138-24.4% | $4,296-27.2% |