Filed April 2, 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 9-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 | $226,766 | $98,750+129.6% | $149,696+51.5% | $79,858+184.0% |
| Participation rate | 44.8% | 75.8%-30.9pp | 82.5%-37.6pp | 69.6%-24.8pp |
| Annual return | 15.07% | 27.43%-12.4pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,083 | $3,216-66.3% | $4,644-76.7% | $2,471-56.2% |
| Participant deferral / active EE | $2,693 | $5,680-52.6% | $6,842-60.6% | $3,740-28.0% |
| Admin fee / account holder | $38,650 | $6,053+538.6% | $9,309+315.2% | $5,306+628.4% |