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 | $201,225 | $82,664+143.4% | $125,339+60.5% | $68,494+193.8% |
| Participation rate | 44.4% | 75.0%-30.6pp | 82.4%-37.9pp | 67.9%-23.4pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $939 | $3,381-72.2% | $4,814-80.5% | $2,596-63.8% |
| Participant deferral / active EE | $2,891 | $6,110-52.7% | $7,446-61.2% | $4,027-28.2% |
| Admin fee / account holder | $16,532 | $6,275+163.4% | $10,010+65.2% | $5,403+206.0% |