Filed August 29, 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 | $136,627 | $83,477+63.7% | $125,175+9.1% | $72,985+87.2% |
| Participation rate | 46.8% | 73.3%-26.5pp | 79.8%-33.0pp | 69.5%-22.7pp |
| Annual return | 25.85% | 25.78%+0.1pp | 43.79%-17.9pp | 81.00%-55.2pp |
| Employer contribution / active EE | $788 | $2,345-66.4% | $3,865-79.6% | $2,440-67.7% |
| Participant deferral / active EE | $1,739 | $3,585-51.5% | $4,937-64.8% | $3,607-51.8% |
| Admin fee / account holder | $11,947 | $5,517+116.5% | $9,702+23.1% | $5,124+133.1% |