Filed August 4, 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 9-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 | $21,185 | $77,899-72.8% | $149,673-85.8% | $75,163-71.8% |
| Participation rate | 39.0% | 65.6%-26.6pp | 78.8%-39.8pp | 67.2%-28.2pp |
| Annual return | 16.21% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $784 | $3,137-75.0% | $4,818-83.7% | $2,670-70.6% |
| Participant deferral / active EE | $1,478 | $3,411-56.7% | $5,680-74.0% | $4,125-64.2% |
| Admin fee / account holder | $912 | $5,956-84.7% | $13,210-93.1% | $5,651-83.9% |