Filed February 21, 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 | $113,461 | $123,793-8.3% | $177,821-36.2% | $79,858+42.1% |
| Participation rate | 68.8% | 84.7%-15.9pp | 87.7%-19.0pp | 69.6%-0.9pp |
| Annual return | 13.56% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,665 | $4,095-34.9% | $5,918-55.0% | $2,471+7.9% |
| Participant deferral / active EE | $3,218 | $5,956-46.0% | $7,714-58.3% | $3,740-14.0% |
| Admin fee / account holder | $3,296 | $7,243-54.5% | $12,427-73.5% | $5,306-37.9% |