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 | $67,512 | $49,177+37.3% | $79,464-15.0% | $64,186+5.2% |
| Participation rate | 59.6% | 65.0%-5.5pp | 73.3%-13.8pp | 69.6%-10.0pp |
| Annual return | -5.35% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,103 | $2,076+1.3% | $2,800-24.9% | $2,381-11.7% |
| Participant deferral / active EE | $2,836 | $2,821+0.5% | $3,704-23.4% | $3,470-18.2% |
| Admin fee / account holder | $15,767 | $3,839+310.7% | $5,113+208.4% | $4,888+222.6% |