Filed October 18, 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 | $19,114 | $93,071-79.5% | $74,583-74.4% | $273,961-93.0% |
| Participation rate | 46.2% | 74.9%-28.8pp | 68.1%-22.0pp | 83.0%-36.9pp |
| Annual return | 7.57% | 26.18%-18.6pp | 20.47%-12.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $310 | $3,160-90.2% | $2,525-87.7% | $4,869-93.6% |
| Participant deferral / active EE | $1,241 | $4,160-70.2% | $3,458-64.1% | $5,287-76.5% |
| Admin fee / account holder | $5,679 | $5,272+7.7% | $4,138+37.3% | $10,132-43.9% |