Filed March 22, 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 | $60,155 | $60,349-0.3% | $74,183-18.9% | $62,891-4.4% |
| Participation rate | 67.4% | 72.7%-5.4pp | 76.6%-9.2pp | 69.3%-1.9pp |
| Annual return | 6.16% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $373 | $1,680-77.8% | $2,370-84.3% | $2,281-83.6% |
| Participant deferral / active EE | $3,027 | $2,856+6.0% | $3,550-14.7% | $3,203-5.5% |
| Admin fee / account holder | $3,658 | $4,261-14.2% | $5,586-34.5% | $4,296-14.8% |