Filed July 22, 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 | $151,879 | $76,401+98.8% | $106,387+42.8% | $64,186+136.6% |
| Participation rate | 66.0% | 73.5%-7.5pp | 77.5%-11.4pp | 69.6%-3.5pp |
| Annual return | -4.04% | -2.19%-1.8pp | 0.25%-4.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $750 | $2,680-72.0% | $3,520-78.7% | $2,381-68.5% |
| Participant deferral / active EE | $5,047 | $4,274+18.1% | $5,421-6.9% | $3,470+45.5% |
| Admin fee / account holder | $8,165 | $4,610+77.1% | $7,510+8.7% | $4,888+67.0% |