Filed July 29, 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 | $113,409 | $153,772-26.2% | $133,980-15.4% | $273,961-58.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 19.97% | 36.51%-16.5pp | 29.30%-9.3pp | 41.45%-21.5pp |
| Employer contribution / active EE | $3,512 | $6,029-41.8% | $5,211-32.6% | $4,869-27.9% |
| Participant deferral / active EE | $3,369 | $6,958-51.6% | $6,282-46.4% | $5,287-36.3% |
| Admin fee / account holder | $25,043 | $11,765+112.9% | $9,324+168.6% | $10,132+147.2% |