Filed May 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 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 | $53,020 | $94,529-43.9% | $140,016-62.1% | $64,186-17.4% |
| Participation rate | 69.6% | 84.1%-14.5pp | 87.5%-17.9pp | 69.6%0pp |
| Annual return | 8.48% | 7.77%+0.7pp | 651.12%-642.6pp | 7.63%+0.8pp |
| Employer contribution / active EE | $1,430 | $3,812-62.5% | $5,606-74.5% | $2,381-39.9% |
| Participant deferral / active EE | $2,977 | $5,250-43.3% | $6,927-57.0% | $3,470-14.2% |
| Admin fee / account holder | $1,642 | $6,741-75.6% | $10,705-84.7% | $4,888-66.4% |