Filed September 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 | $29,992 | $43,723-31.4% | $121,196-75.3% | $64,186-53.3% |
| Participation rate | 63.6% | 58.3%+5.3pp | 71.7%-8.1pp | 69.6%-5.9pp |
| Annual return | -6.13% | 68.91%-75.0pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $330 | $1,296-74.5% | $4,022-91.8% | $2,381-86.1% |
| Participant deferral / active EE | $2,008 | $2,280-11.9% | $3,344-40.0% | $3,470-42.1% |
| Admin fee / account holder | $613 | $3,501-82.5% | $5,019-87.8% | $4,888-87.5% |