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 | $46,530 | $58,694-20.7% | $142,863-67.4% | $85,850-45.8% |
| Participation rate | 53.7% | 58.5%-4.8pp | 71.9%-18.2pp | 69.3%-15.6pp |
| Annual return | 15.34% | 27.72%-12.4pp | 5637.54%-5622.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $337 | $1,423-76.3% | $4,144-91.9% | $2,565-86.9% |
| Participant deferral / active EE | $2,053 | $2,607-21.3% | $3,837-46.5% | $3,952-48.1% |
| Admin fee / account holder | $3,682 | $4,239-13.1% | $6,560-43.9% | $6,260-41.2% |