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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,593 | $115,770+84.5% | $101,248+111.0% | $158,922+34.4% |
| Participation rate | 69.6% | 79.4%-9.8pp | 75.8%-6.2pp | 82.0%-12.4pp |
| Annual return | 6.36% | 56.14%-49.8pp | 46.47%-40.1pp | 302.83%-296.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,720 | $4,957+35.6% | $4,370+53.8% | $5,982+12.3% |
| Admin fee / account holder | $22,160 | $7,245+205.9% | $5,945+272.7% | $11,246+97.1% |