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 | $41,212 | $53,777-23.4% | $134,143-69.3% | $79,858-48.4% |
| Participation rate | 46.8% | 58.8%-12.0pp | 72.2%-25.4pp | 69.6%-22.8pp |
| Annual return | 11.55% | 19.01%-7.5pp | 36.33%-24.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $968 | $1,321-26.7% | $3,704-73.9% | $2,471-60.8% |
| Participant deferral / active EE | $1,776 | $2,420-26.6% | $3,499-49.2% | $3,740-52.5% |
| Admin fee / account holder | $2,974 | $3,984-25.4% | $6,684-55.5% | $5,306-44.0% |