Filed May 10, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,864 | $49,173+5.5% | $121,098-57.2% | $75,163-31.0% |
| Participation rate | 42.4% | 55.4%-13.0pp | 69.5%-27.1pp | 67.2%-24.8pp |
| Annual return | 17.71% | 55.99%-38.3pp | 985.75%-968.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $159 | $1,546-89.7% | $4,164-96.2% | $2,670-94.0% |
| Participant deferral / active EE | $1,667 | $2,628-36.5% | $4,080-59.1% | $4,125-59.6% |
| Admin fee / account holder | $2,681 | $3,942-32.0% | $5,644-52.5% | $5,651-52.6% |