Filed October 3, 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 | $48,930 | $70,756-30.8% | $65,493-25.3% | $142,382-65.6% |
| Participation rate | 44.4% | 77.4%-32.9pp | 73.1%-28.6pp | 80.1%-35.7pp |
| Annual return | 13.09% | 1754.89%-1741.8pp | 982.45%-969.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,027 | $2,881-29.6% | $2,574-21.3% | $4,299-52.9% |
| Participant deferral / active EE | $4,664 | $4,637+0.6% | $3,961+17.7% | $6,507-28.3% |
| Admin fee / account holder | $3,338 | $6,559-49.1% | $5,028-33.6% | $12,624-73.6% |