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 | $125,407 | $57,541+117.9% | $95,745+31.0% | $75,163+66.8% |
| Participation rate | 35.3% | 62.5%-27.2pp | 72.3%-37.0pp | 67.2%-31.9pp |
| Annual return | 17.02% | 34.93%-17.9pp | 28.35%-11.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,027 | $1,808-43.2% | $2,835-63.8% | $2,670-61.5% |
| Participant deferral / active EE | $1,814 | $3,074-41.0% | $4,245-57.3% | $4,125-56.0% |
| Admin fee / account holder | $1,593 | $4,099-61.1% | $5,678-71.9% | $5,651-71.8% |