Filed February 21, 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 | $33,693 | $41,377-18.6% | $109,313-69.2% | $62,891-46.4% |
| Participation rate | 63.6% | 57.5%+6.1pp | 71.3%-7.6pp | 69.3%-5.7pp |
| Annual return | 8.23% | 11.05%-2.8pp | 22.07%-13.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,039 | $1,276-18.6% | $3,892-73.3% | $2,281-54.5% |
| Participant deferral / active EE | $2,641 | $2,045+29.2% | $3,166-16.6% | $3,203-17.5% |
| Admin fee / account holder | $19,710 | $2,884+583.4% | $5,666+247.8% | $4,296+358.8% |