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 | $73,386 | $54,762+34.0% | $90,281-18.7% | $72,985+0.5% |
| Participation rate | 44.3% | 65.1%-20.9pp | 73.3%-29.0pp | 69.5%-25.2pp |
| Annual return | 23.16% | 30.63%-7.5pp | 78.10%-54.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,170 | $2,092-44.1% | $2,854-59.0% | $2,440-52.0% |
| Participant deferral / active EE | $1,516 | $2,887-47.5% | $3,885-61.0% | $3,607-58.0% |
| Admin fee / account holder | $11,984 | $3,972+201.7% | $5,351+124.0% | $5,124+133.9% |