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 | $74,030 | $57,281+29.2% | $86,612-14.5% | $75,163-1.5% |
| Participation rate | 68.8% | 63.2%+5.6pp | 71.7%-2.9pp | 67.2%+1.6pp |
| Annual return | 16.22% | 2670.75%-2654.5pp | 591.07%-574.8pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,111 | $2,314-8.8% | $3,022-30.2% | $2,670-20.9% |
| Participant deferral / active EE | $4,840 | $3,318+45.9% | $4,438+9.1% | $4,125+17.3% |
| Admin fee / account holder | $23,029 | $4,112+460.1% | $5,614+310.2% | $5,651+307.5% |