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 | $82,676 | $58,208+42.0% | $81,812+1.1% | $80,856+2.3% |
| Participation rate | 68.6% | 63.4%+5.2pp | 72.3%-3.7pp | 67.6%+1.0pp |
| Annual return | 14.79% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,968 | $2,340-15.9% | $2,912-32.4% | $2,755-28.6% |
| Participant deferral / active EE | $4,376 | $3,281+33.4% | $4,319+1.3% | $4,296+1.9% |
| Admin fee / account holder | $8,994 | $4,981+80.6% | $7,386+21.8% | $6,918+30.0% |