Filed July 31, 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 | $141,362 | $53,777+162.9% | $134,143+5.4% | $79,858+77.0% |
| Participation rate | 60.6% | 58.8%+1.8pp | 72.2%-11.6pp | 69.6%-9.0pp |
| Annual return | 13.74% | 19.01%-5.3pp | 36.33%-22.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,059 | $1,321-19.8% | $3,704-71.4% | $2,471-57.1% |
| Participant deferral / active EE | $4,203 | $2,420+73.7% | $3,499+20.1% | $3,740+12.4% |
| Admin fee / account holder | $12,035 | $3,984+202.1% | $6,684+80.0% | $5,306+126.8% |