Filed March 12, 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 | $40,133 | $49,915-19.6% | $154,803-74.1% | $74,304-46.0% |
| Participation rate | 23.6% | 54.0%-30.4pp | 78.1%-54.5pp | 60.3%-36.8pp |
| Annual return | 13.53% | 34.06%-20.5pp | 58.88%-45.4pp | 29.43%-15.9pp |
| Employer contribution / active EE | $308 | $1,611-80.9% | $4,305-92.9% | $2,241-86.3% |
| Participant deferral / active EE | $885 | $2,255-60.7% | $5,540-84.0% | $3,767-76.5% |
| Admin fee / account holder | $2,910 | $2,189+32.9% | $14,329-79.7% | $2,969-2.0% |