Filed January 27, 2006 (most recent of 2 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 | $15,524 | $85,202-81.8% | $172,739-91.0% | $72,985-78.7% |
| Participation rate | 46.6% | 70.1%-23.5pp | 82.6%-36.1pp | 69.5%-22.9pp |
| Annual return | 19.62% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,470 | $3,260-54.9% | $5,198-71.7% | $3,607-59.3% |
| Admin fee / account holder | $2,591 | $5,884-56.0% | $13,954-81.4% | $5,124-49.4% |