Filed October 17, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $894,485 | $63,346+1312.1% | $92,233+869.8% | $70,131+1175.5% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 18.51% | 530.12%-511.6pp | 176.28%-157.8pp | 73.14%-54.6pp |
| Employer contribution / active EE | $6,716 | $2,471+171.8% | $3,679+82.5% | $2,342+186.7% |
| Participant deferral / active EE | $7,071 | $2,854+147.8% | $3,897+81.5% | $3,332+112.2% |
| Admin fee / account holder | $59,709 | $3,840+1454.8% | $5,194+1049.7% | $4,645+1185.4% |