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 | $126,515 | $66,402+90.5% | $109,895+15.1% | $85,850+47.4% |
| Participation rate | 38.7% | 63.9%-25.2pp | 74.2%-35.5pp | 69.3%-30.6pp |
| Annual return | 12.38% | 19.59%-7.2pp | 29.45%-17.1pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,329 | $1,687-21.2% | $2,842-53.2% | $2,565-48.2% |
| Participant deferral / active EE | $2,025 | $2,842-28.7% | $4,048-50.0% | $3,952-48.7% |
| Admin fee / account holder | $43,003 | $4,557+843.6% | $6,066+609.0% | $6,260+587.0% |