Filed September 6, 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 | $106,049 | $48,570+118.3% | $130,648-18.8% | $72,985+45.3% |
| Participation rate | 57.1% | 58.6%-1.4pp | 71.7%-14.6pp | 69.5%-12.3pp |
| Annual return | 19.37% | 38.63%-19.3pp | 1708.96%-1689.6pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,864 | $1,334+39.7% | $4,092-54.4% | $2,440-23.6% |
| Participant deferral / active EE | $3,308 | $2,384+38.8% | $3,603-8.2% | $3,607-8.3% |
| Admin fee / account holder | $17,191 | $3,549+384.4% | $5,464+214.6% | $5,124+235.5% |