Filed October 26, 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 | $37,840 | $53,127-28.8% | $86,590-56.3% | $70,131-46.0% |
| Participation rate | 60.0% | 65.3%-5.3pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 18.51% | 27.66%-9.1pp | 964.84%-946.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,233 | $2,068-40.4% | $2,839-56.6% | $2,342-47.3% |
| Participant deferral / active EE | $2,081 | $2,696-22.8% | $3,609-42.3% | $3,332-37.5% |
| Admin fee / account holder | $3,391 | $3,585-5.4% | $4,906-30.9% | $4,645-27.0% |