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 | $24,289 | $81,248-70.1% | $155,509-84.4% | $80,856-70.0% |
| Participation rate | 45.5% | 66.2%-20.8pp | 78.2%-32.7pp | 67.6%-22.2pp |
| Annual return | 11.38% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $830 | $3,100-73.2% | $4,672-82.2% | $2,755-69.9% |
| Participant deferral / active EE | $1,632 | $3,452-52.7% | $5,626-71.0% | $4,296-62.0% |
| Admin fee / account holder | $2,323 | $7,997-71.0% | $15,912-85.4% | $6,918-66.4% |