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 | $144,205 | $65,041+121.7% | $90,951+58.6% | $79,858+80.6% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 16.43% | 30.45%-14.0pp | 134.60%-118.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $804 | $1,247-35.5% | $2,122-62.1% | $2,471-67.5% |
| Participant deferral / active EE | $2,900 | $2,512+15.4% | $3,373-14.0% | $3,740-22.5% |
| Admin fee / account holder | $10,848 | $4,536+139.1% | $5,959+82.1% | $5,306+104.4% |