Filed June 22, 2006 (most recent of 5 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 | $75,658 | $93,571-19.1% | $135,903-44.3% | $75,163+0.7% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.0pp | 67.2%-4.3pp |
| Annual return | 16.73% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,393 | $6,404-31.4% | $7,758-43.4% | $4,125+6.5% |
| Admin fee / account holder | $8,232 | $6,975+18.0% | $10,762-23.5% | $5,651+45.7% |