Filed January 19, 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 | $62,045 | $148,978-58.4% | $200,582-69.1% | $84,808-26.8% |
| Participation rate | 56.3% | 84.2%-28.0pp | 86.9%-30.6pp | 68.3%-12.1pp |
| Annual return | 14.59% | 28.16%-13.6pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,680 | $4,815-44.3% | $6,419-58.2% | $2,631+1.9% |
| Participant deferral / active EE | $4,675 | $7,142-34.5% | $9,331-49.9% | $4,212+11.0% |
| Admin fee / account holder | $16,961 | $13,977+21.3% | $16,305+4.0% | $7,344+131.0% |