Filed July 27, 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 | $42,349 | $48,795-13.2% | $65,493-35.3% | $84,808-50.1% |
| Participation rate | 63.8% | 67.0%-3.1pp | 73.1%-9.3pp | 68.3%-4.5pp |
| Annual return | 12.55% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,710 | $1,930-11.4% | $2,574-33.6% | $2,631-35.0% |
| Participant deferral / active EE | $2,164 | $2,928-26.1% | $3,961-45.4% | $4,212-48.6% |
| Admin fee / account holder | $8,918 | $3,877+130.0% | $5,028+77.3% | $7,344+21.4% |