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 | $51,741 | $53,777-3.8% | $134,143-61.4% | $79,858-35.2% |
| Participation rate | 42.3% | 58.8%-16.5pp | 72.2%-29.9pp | 69.6%-27.3pp |
| Annual return | 15.26% | 19.01%-3.7pp | 36.33%-21.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,219 | $1,321-7.7% | $3,704-67.1% | $2,471-50.7% |
| Participant deferral / active EE | $2,132 | $2,420-11.9% | $3,499-39.1% | $3,740-43.0% |
| Admin fee / account holder | $863 | $3,984-78.3% | $6,684-87.1% | $5,306-83.7% |