Filed August 3, 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 6-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 | $112,147 | $39,162+186.4% | $100,671+11.4% | $59,632+88.1% |
| Participation rate | 12.5% | 55.9%-43.4pp | 70.7%-58.2pp | 68.7%-56.2pp |
| Annual return | -1.60% | 21.07%-22.7pp | 20.43%-22.0pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $902 | $1,992-54.7% | $3,144-71.3% | $3,192-71.7% |
| Admin fee / account holder | $11,672 | $2,969+293.1% | $4,850+140.7% | $4,297+171.6% |