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 | $76,202 | $202,432-62.4% | $169,368-55.0% | $139,434-45.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 23.98% | 531.74%-507.8pp | 405.60%-381.6pp | 372.94%-349.0pp |
| Employer contribution / active EE | $3,570 | $4,692-23.9% | $4,013-11.0% | $4,751-24.9% |
| Participant deferral / active EE | $11,065 | $6,938+59.5% | $6,221+77.9% | $6,710+64.9% |
| Admin fee / account holder | $978 | $10,708-90.9% | $9,003-89.1% | $11,403-91.4% |