Filed May 12, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,266 | $105,998+136.1% | $92,233+171.3% | $147,584+69.6% |
| Participation rate | 65.2% | 80.4%-15.2pp | 76.5%-11.3pp | 82.8%-17.6pp |
| Annual return | 7.34% | 50.05%-42.7pp | 176.28%-168.9pp | 578.55%-571.2pp |
| Employer contribution / active EE | $7,319 | $4,333+68.9% | $3,679+98.9% | $4,876+50.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,945 | $6,332-21.9% | $5,194-4.8% | $10,885-54.6% |