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 | $53,869 | $49,173+9.6% | $121,098-55.5% | $75,163-28.3% |
| Participation rate | 36.8% | 55.4%-18.5pp | 69.5%-32.6pp | 67.2%-30.3pp |
| Annual return | 14.16% | 55.99%-41.8pp | 985.75%-971.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,121 | $1,546-27.5% | $4,164-73.1% | $2,670-58.0% |
| Participant deferral / active EE | $1,695 | $2,628-35.5% | $4,080-58.5% | $4,125-58.9% |
| Admin fee / account holder | $8,137 | $3,942+106.4% | $5,644+44.1% | $5,651+44.0% |