Filed June 20, 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 | $58,369 | $48,046+21.5% | $84,611-31.0% | $72,985-20.0% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 26.47% | 37.38%-10.9pp | 258.74%-232.3pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,533 | $1,602-4.3% | $2,652-42.2% | $2,440-37.2% |
| Participant deferral / active EE | $5,277 | $2,680+96.9% | $3,899+35.3% | $3,607+46.3% |
| Admin fee / account holder | $6,339 | $3,395+86.7% | $4,912+29.0% | $5,124+23.7% |