Filed July 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 | $58,243 | $80,812-27.9% | $160,784-63.8% | $82,448-29.4% |
| Participation rate | 69.4% | 66.2%+3.1pp | 77.0%-7.6pp | 68.1%+1.3pp |
| Annual return | 15.50% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,968 | $2,174-9.5% | $3,733-47.3% | $2,551-22.9% |
| Participant deferral / active EE | $3,262 | $4,335-24.8% | $6,293-48.2% | $4,139-21.2% |
| Admin fee / account holder | $3,208 | $7,695-58.3% | $9,717-67.0% | $7,234-55.7% |