Filed August 29, 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 | $68,591 | $79,557-13.8% | $118,746-42.2% | $70,131-2.2% |
| Participation rate | 67.6% | 71.4%-3.7pp | 78.3%-10.6pp | 69.5%-1.9pp |
| Annual return | 23.92% | 25.64%-1.7pp | 24.54%-0.6pp | 73.14%-49.2pp |
| Employer contribution / active EE | $1,056 | $2,861-63.1% | $4,193-74.8% | $2,342-54.9% |
| Participant deferral / active EE | $2,441 | $4,089-40.3% | $5,332-54.2% | $3,332-26.7% |
| Admin fee / account holder | $2,119 | $5,374-60.6% | $10,720-80.2% | $4,645-54.4% |