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 | $33,869 | $48,570-30.3% | $130,648-74.1% | $72,985-53.6% |
| Participation rate | 56.7% | 58.6%-1.9pp | 71.7%-15.1pp | 69.5%-12.8pp |
| Annual return | 21.34% | 38.63%-17.3pp | 1708.96%-1687.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $308 | $1,334-76.9% | $4,092-92.5% | $2,440-87.4% |
| Participant deferral / active EE | $1,938 | $2,384-18.7% | $3,603-46.2% | $3,607-46.3% |
| Admin fee / account holder | $2,573 | $3,549-27.5% | $5,464-52.9% | $5,124-49.8% |