Filed July 29, 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 | $65,050 | $48,364+34.5% | $71,796-9.4% | $62,891+3.4% |
| Participation rate | 63.6% | 60.6%+3.0pp | 69.1%-5.5pp | 69.3%-5.7pp |
| Annual return | 9.11% | 13.16%-4.1pp | 78.04%-68.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,848 | $1,042+77.4% | $1,924-4.0% | $2,281-19.0% |
| Participant deferral / active EE | $3,985 | $2,091+90.5% | $2,794+42.6% | $3,203+24.4% |
| Admin fee / account holder | $1,630 | $3,771-56.8% | $4,815-66.2% | $4,296-62.1% |