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 | $200,699 | $99,985+100.7% | $146,665+36.8% | $85,850+133.8% |
| Participation rate | 51.4% | 73.1%-21.7pp | 80.1%-28.7pp | 69.3%-18.0pp |
| Annual return | 16.22% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $733 | $2,559-71.4% | $4,136-82.3% | $2,565-71.4% |
| Participant deferral / active EE | $2,065 | $4,006-48.5% | $5,506-62.5% | $3,952-47.8% |
| Admin fee / account holder | $9,981 | $7,702+29.6% | $10,280-2.9% | $6,260+59.4% |