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 | $58,065 | $51,576+12.6% | $129,207-55.1% | $80,856-28.2% |
| Participation rate | 30.9% | 57.0%-26.1pp | 69.6%-38.7pp | 67.6%-36.8pp |
| Annual return | 14.08% | 20.81%-6.7pp | 9417.33%-9403.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,240 | $1,584-21.7% | $4,153-70.2% | $2,755-55.0% |
| Participant deferral / active EE | $1,884 | $2,669-29.4% | $4,168-54.8% | $4,296-56.1% |
| Admin fee / account holder | $4,569 | $4,305+6.1% | $7,715-40.8% | $6,918-33.9% |