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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,960 | $227,553-65.3% | $189,557-58.3% | $167,490-52.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 17.65% | 78.40%-60.7pp | 64.17%-46.5pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,508 | $5,316-52.8% | $4,412-43.2% | $4,837-48.2% |
| Participant deferral / active EE | $5,492 | $7,002-21.6% | $6,174-11.0% | $6,341-13.4% |
| Admin fee / account holder | $1,315 | $11,878-88.9% | $9,807-86.6% | $12,309-89.3% |