Filed July 12, 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 | $49,882 | $144,119-65.4% | $117,854-57.7% | $147,584-66.2% |
| Participation rate | 46.2% | 83.4%-37.3pp | 79.7%-33.5pp | 82.8%-36.7pp |
| Annual return | 16.44% | 531.15%-514.7pp | 335.08%-318.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $900 | $4,896-81.6% | $3,786-76.2% | $4,876-81.5% |
| Participant deferral / active EE | $3,422 | $5,316-35.6% | $4,482-23.6% | $5,439-37.1% |
| Admin fee / account holder | $399 | $10,886-96.3% | $8,020-95.0% | $10,885-96.3% |