Filed July 20, 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 | $197,065 | $98,240+100.6% | $82,313+139.4% | $147,584+33.5% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.3pp | 82.8%-19.2pp |
| Annual return | 15.41% | 30.85%-15.4pp | 25.88%-10.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $670 | $3,192-79.0% | $2,428-72.4% | $4,876-86.3% |
| Participant deferral / active EE | $5,117 | $4,383+16.7% | $3,706+38.1% | $5,439-5.9% |
| Admin fee / account holder | $18,514 | $8,563+116.2% | $5,608+230.1% | $10,885+70.1% |