Filed July 21, 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 | $157,381 | $78,520+100.4% | $96,576+63.0% | $82,448+90.9% |
| Participation rate | 50.7% | 77.7%-27.0pp | 81.4%-30.8pp | 68.1%-17.4pp |
| Annual return | 22.89% | 41.30%-18.4pp | 38.47%-15.6pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,980 | $2,630-24.7% | $3,553-44.3% | $2,551-22.4% |
| Participant deferral / active EE | $2,782 | $6,754-58.8% | $7,956-65.0% | $4,139-32.8% |
| Admin fee / account holder | $35,091 | $13,455+160.8% | $11,381+208.3% | $7,234+385.1% |