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 | $83,472 | $210,648-60.4% | $177,989-53.1% | $145,922-42.8% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 18.78% | 385.86%-367.1pp | 294.48%-275.7pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,334 | $4,565-27.0% | $3,949-15.6% | $4,660-28.4% |
| Participant deferral / active EE | $8,100 | $6,958+16.4% | $6,276+29.1% | $6,688+21.1% |
| Admin fee / account holder | $16,492 | $12,013+37.3% | $10,363+59.1% | $13,397+23.1% |