Filed October 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 | $207,504 | $91,538+126.7% | $129,995+59.6% | $75,163+176.1% |
| Participation rate | 65.4% | 71.4%-6.1pp | 78.5%-13.1pp | 67.2%-1.8pp |
| Annual return | 17.37% | -631.11%+648.5pp | -137.18%+154.5pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,118 | $2,845-60.7% | $4,320-74.1% | $2,670-58.1% |
| Participant deferral / active EE | $9,255 | $4,341+113.2% | $5,820+59.0% | $4,125+124.4% |
| Admin fee / account holder | $21,137 | $6,790+211.3% | $10,614+99.1% | $5,651+274.1% |