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 | $87,256 | $60,124+45.1% | $90,404-3.5% | $79,858+9.3% |
| Participation rate | 26.2% | 65.0%-38.8pp | 72.7%-46.5pp | 69.6%-43.4pp |
| Annual return | 13.09% | 71.94%-58.9pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $574 | $2,068-72.2% | $3,262-82.4% | $2,471-76.8% |
| Participant deferral / active EE | $798 | $2,938-72.8% | $3,963-79.9% | $3,740-78.7% |
| Admin fee / account holder | $14,116 | $3,976+255.0% | $5,611+151.6% | $5,306+166.0% |