Filed October 14, 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 | $159,470 | $72,071+121.3% | $68,368+133.3% | $137,256+16.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.52% | 353.14%-338.6pp | 292.57%-278.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,462 | $2,788-47.6% | $2,649-44.8% | $4,156-64.8% |
| Participant deferral / active EE | $2,468 | $4,410-44.0% | $4,123-40.1% | $6,407-61.5% |
| Admin fee / account holder | $38,552 | $5,336+622.5% | $5,150+648.6% | $12,270+214.2% |