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 | $49,915-51.2% | $154,803-84.3% | $74,304-67.2% |
| Participation rate | 14.5% | 54.0%-39.4pp | 78.1%-63.6pp | 60.3%-45.8pp |
| Annual return | 13.23% | 34.06%-20.8pp | 58.88%-45.6pp | 29.43%-16.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $392 | $2,255-82.6% | $5,540-92.9% | $3,767-89.6% |
| Admin fee / account holder | $3,104 | $2,189+41.8% | $14,329-78.3% | $2,969+4.5% |