Filed August 9, 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 7-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 | $117,328 | $40,256+191.5% | $57,343+104.6% | $59,632+96.8% |
| Participation rate | 60.9% | 69.2%-8.3pp | 75.1%-14.2pp | 68.7%-7.8pp |
| Annual return | 3.34% | 27.49%-24.2pp | 24.39%-21.1pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $2,689 | $1,922+39.9% | $2,6890% | $2,203+22.1% |
| Participant deferral / active EE | $4,047 | $2,399+68.7% | $3,162+28.0% | $3,192+26.8% |
| Admin fee / account holder | $9,836 | $2,818+249.1% | $3,356+193.1% | $4,297+128.9% |