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 | $18,124 | $91,190-80.1% | $178,490-89.8% | $79,858-77.3% |
| Participation rate | 49.3% | 69.2%-19.9pp | 81.9%-32.6pp | 69.6%-20.3pp |
| Annual return | 14.18% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,771 | $3,236-45.3% | $5,202-66.0% | $3,740-52.7% |
| Admin fee / account holder | $2,719 | $6,751-59.7% | $13,984-80.6% | $5,306-48.8% |