Filed October 27, 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 | $48,668 | $56,054-13.2% | $171,082-71.6% | $62,891-22.6% |
| Participation rate | 53.7% | 62.9%-9.2pp | 76.7%-23.0pp | 69.3%-15.6pp |
| Annual return | 8.04% | 22.52%-14.5pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $558 | $1,731-67.8% | $4,002-86.1% | $2,281-75.5% |
| Participant deferral / active EE | $1,428 | $3,158-54.8% | $4,797-70.2% | $3,203-55.4% |
| Admin fee / account holder | $5,874 | $3,647+61.1% | $8,520-31.1% | $4,296+36.7% |