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 | $187,095 | $159,901+17.0% | $146,958+27.3% | $145,922+28.2% |
| Participation rate | 54.2% | 84.0%-29.8pp | 82.2%-28.0pp | 80.3%-26.1pp |
| Annual return | 11.97% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,049 | $5,286-80.2% | $4,933-78.7% | $4,660-77.5% |
| Participant deferral / active EE | $3,533 | $8,428-58.1% | $8,070-56.2% | $6,688-47.2% |
| Admin fee / account holder | $18,343 | $15,044+21.9% | $12,998+41.1% | $13,397+36.9% |