Filed July 20, 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 | $105,058 | $68,914+52.4% | $136,749-23.2% | $74,304+41.4% |
| Participation rate | 43.0% | 51.3%-8.3pp | 72.1%-29.1pp | 60.3%-17.3pp |
| Annual return | 22.37% | 16.34%+6.0pp | 24.33%-2.0pp | 29.43%-7.1pp |
| Employer contribution / active EE | $885 | $1,561-43.3% | $3,400-74.0% | $2,241-60.5% |
| Participant deferral / active EE | $1,886 | $2,541-25.8% | $4,692-59.8% | $3,767-49.9% |
| Admin fee / account holder | $2,098 | $3,149-33.4% | $11,386-81.6% | $2,969-29.3% |