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 | $23,106 | $114,047-79.7% | $96,139-76.0% | $167,490-86.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 14.37% | 189.88%-175.5pp | 191.94%-177.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $464 | $3,427-86.5% | $2,797-83.4% | $4,837-90.4% |
| Participant deferral / active EE | $2,495 | $5,194-52.0% | $4,349-42.6% | $6,341-60.6% |
| Admin fee / account holder | $539 | $6,897-92.2% | $5,537-90.3% | $12,309-95.6% |