Filed August 1, 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 | $132,985 | $201,272-33.9% | $184,203-27.8% | $145,922-8.9% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.14% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,911 | $7,022-58.5% | $6,427-54.7% | $4,660-37.5% |
| Participant deferral / active EE | $3,135 | $9,806-68.0% | $9,131-65.7% | $6,688-53.1% |
| Admin fee / account holder | $992 | $16,364-93.9% | $13,901-92.9% | $13,397-92.6% |