Filed July 9, 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 | $63,169 | $54,762+15.4% | $90,281-30.0% | $72,985-13.4% |
| Participation rate | 29.8% | 65.1%-35.4pp | 73.3%-43.5pp | 69.5%-39.7pp |
| Annual return | 24.35% | 30.63%-6.3pp | 78.10%-53.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $713 | $2,092-65.9% | $2,854-75.0% | $2,440-70.8% |
| Participant deferral / active EE | $1,353 | $2,887-53.1% | $3,885-65.2% | $3,607-62.5% |
| Admin fee / account holder | $2,263 | $3,972-43.0% | $5,351-57.7% | $5,124-55.8% |