Filed March 5, 2006 (most recent of 3 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 | $67,377 | $228,332-70.5% | $185,823-63.7% | $158,922-57.6% |
| Participation rate | 41.2% | 82.3%-41.1pp | 78.0%-36.9pp | 82.0%-40.8pp |
| Annual return | 20.11% | 40.80%-20.7pp | 35.95%-15.8pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,843 | $4,967-62.9% | $4,087-54.9% | $4,761-61.3% |
| Participant deferral / active EE | $3,373 | $6,415-47.4% | $5,632-40.1% | $5,982-43.6% |
| Admin fee / account holder | $8,566 | $11,864-27.8% | $9,500-9.8% | $11,246-23.8% |