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 | $44,896 | $49,173-8.7% | $121,098-62.9% | $75,163-40.3% |
| Participation rate | 37.5% | 55.4%-17.9pp | 69.5%-32.0pp | 67.2%-29.7pp |
| Annual return | 17.80% | 55.99%-38.2pp | 985.75%-967.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $392 | $1,546-74.6% | $4,164-90.6% | $2,670-85.3% |
| Participant deferral / active EE | $2,322 | $2,628-11.6% | $4,080-43.1% | $4,125-43.7% |
| Admin fee / account holder | $4,038 | $3,942+2.4% | $5,644-28.5% | $5,651-28.5% |