Filed January 31, 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.
Participant 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 | $24,352 | $45,343-46.3% | $150,298-83.8% | $67,986-64.2% |
| Participation rate | 14.5% | 51.9%-37.4pp | 77.8%-63.3pp | 57.2%-42.7pp |
| Annual return | 13.23% | 33.28%-20.0pp | 62.79%-49.6pp | 31.67%-18.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $392 | $2,055-80.9% | $5,453-92.8% | $3,358-88.3% |
| Admin fee / account holder | $3,104 | $2,250+38.0% | $14,116-78.0% | $3,203-3.1% |