Filed October 24, 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 | $38,355 | $48,570-21.0% | $130,648-70.6% | $72,985-47.4% |
| Participation rate | 55.6% | 58.6%-3.0pp | 71.7%-16.2pp | 69.5%-13.9pp |
| Annual return | 17.70% | 38.63%-20.9pp | 1708.96%-1691.3pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,233 | $1,334-7.6% | $4,092-69.9% | $2,440-49.5% |
| Participant deferral / active EE | $1,936 | $2,384-18.8% | $3,603-46.3% | $3,607-46.3% |
| Admin fee / account holder | $1,256 | $3,549-64.6% | $5,464-77.0% | $5,124-75.5% |