Filed October 12, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,353 | $53,822+422.7% | $75,696+271.7% | $85,850+227.7% |
| Participation rate | 0.0% | 69.1%-69.1pp | 74.8%-74.8pp | 69.3%-69.3pp |
| Annual return | 16.16% | 24.54%-8.4pp | 104.53%-88.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,392 | $2,017+68.2% | $2,743+23.7% | $2,565+32.2% |
| Participant deferral / active EE | $4,973 | $2,895+71.8% | $3,821+30.1% | $3,952+25.9% |
| Admin fee / account holder | $15,000 | $3,343+348.7% | $3,619+314.5% | $6,260+139.6% |