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 | $206,533 | $109,881+88.0% | $150,045+37.6% | $84,808+143.5% |
| Participation rate | 48.1% | 76.1%-27.9pp | 82.3%-34.2pp | 68.3%-20.2pp |
| Annual return | 15.56% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $887 | $3,561-75.1% | $4,693-81.1% | $2,631-66.3% |
| Participant deferral / active EE | $2,972 | $6,636-55.2% | $7,997-62.8% | $4,212-29.4% |
| Admin fee / account holder | $28,618 | $8,568+234.0% | $13,435+113.0% | $7,344+289.7% |