Filed October 13, 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 | $77,783 | $53,127+46.4% | $86,590-10.2% | $70,131+10.9% |
| Participation rate | 62.5% | 65.3%-2.8pp | 73.5%-11.0pp | 69.5%-7.0pp |
| Annual return | 31.14% | 27.66%+3.5pp | 964.84%-933.7pp | 73.14%-42.0pp |
| Employer contribution / active EE | $1,573 | $2,068-24.0% | $2,839-44.6% | $2,342-32.9% |
| Participant deferral / active EE | $4,705 | $2,696+74.5% | $3,609+30.4% | $3,332+41.2% |
| Admin fee / account holder | $7,155 | $3,585+99.5% | $4,906+45.8% | $4,645+54.0% |