Filed August 29, 2006 (most recent of 3 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 | $84,295 | $45,566+85.0% | $64,105+31.5% | $59,632+41.4% |
| Participation rate | 60.9% | 60.2%+0.7pp | 68.2%-7.3pp | 68.7%-7.8pp |
| Annual return | -0.48% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,074 | $934+15.0% | $1,820-41.0% | $2,203-51.2% |
| Participant deferral / active EE | $3,457 | $2,057+68.1% | $2,822+22.5% | $3,192+8.3% |
| Admin fee / account holder | $2,003 | $3,268-38.7% | $4,499-55.5% | $4,297-53.4% |