Filed September 4, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,583 | $45,073+52.2% | $69,455-1.3% | $72,985-6.0% |
| Participation rate | 67.0% | 68.5%-1.5pp | 74.6%-7.6pp | 69.5%-2.5pp |
| Annual return | 4.40% | 22.65%-18.3pp | 28.97%-24.6pp | 81.00%-76.6pp |
| Employer contribution / active EE | $5,754 | $2,054+180.2% | $2,779+107.1% | $2,440+135.8% |
| Participant deferral / active EE | $1,059 | $2,602-59.3% | $3,535-70.0% | $3,607-70.6% |
| Admin fee / account holder | $2,971 | $3,056-2.8% | $3,839-22.6% | $5,124-42.0% |