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 | $169,550 | $51,576+228.7% | $129,207+31.2% | $80,856+109.7% |
| Participation rate | 48.2% | 57.0%-8.7pp | 69.6%-21.4pp | 67.6%-19.4pp |
| Annual return | 19.32% | 20.81%-1.5pp | 9417.33%-9398.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $2,782 | $1,584+75.7% | $4,153-33.0% | $2,755+1.0% |
| Participant deferral / active EE | $4,427 | $2,669+65.9% | $4,168+6.2% | $4,296+3.1% |
| Admin fee / account holder | $31,074 | $4,305+621.8% | $7,715+302.8% | $6,918+349.2% |