Filed November 6, 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 | $179,929 | $83,369+115.8% | $105,223+71.0% | $67,986+164.7% |
| Participation rate | 23.9% | 56.3%-32.4pp | 75.0%-51.2pp | 57.2%-33.3pp |
| Annual return | 15.08% | 24.64%-9.6pp | 180.65%-165.6pp | 31.67%-16.6pp |
| Employer contribution / active EE | $926 | $2,541-63.6% | $3,689-74.9% | $2,019-54.1% |
| Participant deferral / active EE | $1,847 | $3,295-44.0% | $5,072-63.6% | $3,358-45.0% |
| Admin fee / account holder | $8,131 | $4,073+99.6% | $8,859-8.2% | $3,203+153.8% |