Filed September 1, 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 | $42,882 | $60,165-28.7% | $74,183-42.2% | $55,167-22.3% |
| Participation rate | 26.3% | 74.2%-47.8pp | 76.6%-50.3pp | 69.0%-42.7pp |
| Annual return | 6.27% | 10.00%-3.7pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,828 | $2,973-38.5% | $3,550-48.5% | $3,054-40.1% |
| Admin fee / account holder | $1,115 | $419+166.0% | $5,586-80.0% | $504+121.4% |