Filed June 14, 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 | $37,395 | $43,723-14.5% | $121,196-69.1% | $64,186-41.7% |
| Participation rate | 48.0% | 58.3%-10.3pp | 71.7%-23.7pp | 69.6%-21.6pp |
| Annual return | -6.17% | 68.91%-75.1pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $899 | $1,296-30.7% | $4,022-77.7% | $2,381-62.3% |
| Participant deferral / active EE | $1,853 | $2,280-18.7% | $3,344-44.6% | $3,470-46.6% |
| Admin fee / account holder | $10,186 | $3,501+190.9% | $5,019+102.9% | $4,888+108.4% |