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 | $81,904 | $53,127+54.2% | $86,590-5.4% | $70,131+16.8% |
| Participation rate | 54.4% | 65.3%-10.9pp | 73.5%-19.2pp | 69.5%-15.2pp |
| Annual return | 15.80% | 27.66%-11.9pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,841 | $2,068-11.0% | $2,839-35.2% | $2,342-21.4% |
| Participant deferral / active EE | $2,139 | $2,696-20.7% | $3,609-40.7% | $3,332-35.8% |
| Admin fee / account holder | $340 | $3,585-90.5% | $4,906-93.1% | $4,645-92.7% |