Filed January 6, 2006 (most recent of 2 filings on file)
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 | $64,578 | $69,763-7.4% | $67,502-4.3% | $74,495-13.3% |
| Participation rate | 37.5% | 71.4%-33.9pp | 72.9%-35.4pp | 67.2%-29.7pp |
| Annual return | 13.82% | -40.34%+54.2pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $997 | $2,704-63.1% | $2,731-63.5% | $2,623-62.0% |
| Participant deferral / active EE | $1,489 | $3,636-59.1% | $4,000-62.8% | $4,346-65.7% |
| Admin fee / account holder | $8,744 | $896+876.0% | $3,998+118.7% | $1,942+350.3% |