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 | $104,283 | $50,958+104.6% | $74,550+39.9% | $64,186+62.5% |
| Participation rate | 52.6% | 61.1%-8.4pp | 69.1%-16.5pp | 69.6%-16.9pp |
| Annual return | -7.45% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,146 | $1,115+2.8% | $1,961-41.6% | $2,381-51.9% |
| Participant deferral / active EE | $3,605 | $2,301+56.7% | $3,108+16.0% | $3,470+3.9% |
| Admin fee / account holder | $3,664 | $4,223-13.2% | $5,060-27.6% | $4,888-25.0% |