Filed September 7, 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 | $113,296 | $123,793-8.5% | $177,821-36.3% | $79,858+41.9% |
| Participation rate | 0.0% | 84.7%-84.7pp | 87.7%-87.7pp | 69.6%-69.6pp |
| Annual return | 17.99% | 22.82%-4.8pp | 48.32%-30.3pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,822 | $4,095-31.1% | $5,918-52.3% | $2,471+14.2% |
| Participant deferral / active EE | $2,849 | $5,956-52.2% | $7,714-63.1% | $3,740-23.8% |
| Admin fee / account holder | $18,532 | $7,243+155.9% | $12,427+49.1% | $5,306+249.2% |