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 | $84,188 | $54,541+54.4% | $78,778+6.9% | $70,131+20.0% |
| Participation rate | 53.9% | 60.8%-6.9pp | 69.2%-15.2pp | 69.5%-15.6pp |
| Annual return | 21.93% | 21.07%+0.9pp | 35.62%-13.7pp | 73.14%-51.2pp |
| Employer contribution / active EE | $742 | $1,089-31.9% | $1,986-62.6% | $2,342-68.3% |
| Participant deferral / active EE | $2,441 | $2,210+10.5% | $2,958-17.5% | $3,332-26.7% |
| Admin fee / account holder | $356 | $3,709-90.4% | $5,134-93.1% | $4,645-92.3% |