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 | $45,404 | $96,305-52.9% | $80,569-43.6% | $139,434-67.4% |
| Participation rate | 63.6% | 73.6%-10.0pp | 67.0%-3.4pp | 80.3%-16.7pp |
| Annual return | 18.30% | 1350.08%-1331.8pp | 935.43%-917.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $526 | $3,262-83.9% | $2,723-80.7% | $4,751-88.9% |
| Participant deferral / active EE | $2,502 | $5,232-52.2% | $4,447-43.7% | $6,710-62.7% |
| Admin fee / account holder | $816 | $6,599-87.6% | $5,377-84.8% | $11,403-92.8% |