Filed August 21, 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 | $183,786 | $48,795+276.6% | $65,493+180.6% | $84,808+116.7% |
| Participation rate | 68.2% | 67.0%+1.2pp | 73.1%-4.9pp | 68.3%-0.1pp |
| Annual return | 23.50% | 20.20%+3.3pp | 982.45%-958.9pp | 40.90%-17.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,326 | $2,928+389.2% | $3,961+261.7% | $4,212+240.1% |
| Admin fee / account holder | $5,599 | $3,877+44.4% | $5,028+11.4% | $7,344-23.8% |