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 | $47,600 | $45,035+5.7% | $62,995-24.4% | $70,131-32.1% |
| Participation rate | 28.6% | 69.5%-41.0pp | 74.8%-46.2pp | 69.5%-41.0pp |
| Annual return | 13.11% | 18.76%-5.6pp | 87.57%-74.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,358 | $2,051-33.8% | $2,759-50.8% | $2,342-42.0% |
| Participant deferral / active EE | $1,414 | $2,465-42.6% | $3,329-57.5% | $3,332-57.5% |
| Admin fee / account holder | $7,761 | $2,834+173.8% | $3,600+115.6% | $4,645+67.1% |