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 | $58,705 | $60,124-2.4% | $90,404-35.1% | $79,858-26.5% |
| Participation rate | 56.9% | 65.0%-8.1pp | 72.7%-15.8pp | 69.6%-12.8pp |
| Annual return | 11.35% | 71.94%-60.6pp | 1293.02%-1281.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,376 | $2,068-33.5% | $3,262-57.8% | $2,471-44.3% |
| Participant deferral / active EE | $2,733 | $2,938-7.0% | $3,963-31.0% | $3,740-26.9% |
| Admin fee / account holder | $4,695 | $3,976+18.1% | $5,611-16.3% | $5,306-11.5% |