Filed July 20, 2006 (most recent of 3 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 | $285,675 | $112,096+154.8% | $95,952+197.7% | $158,922+79.8% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 13.58% | 171.09%-157.5pp | 91.61%-78.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,697 | $3,198-46.9% | $2,541-33.2% | $4,761-64.3% |
| Participant deferral / active EE | $6,413 | $4,784+34.0% | $4,167+53.9% | $5,982+7.2% |
| Admin fee / account holder | $3,782 | $10,130-62.7% | $6,795-44.3% | $11,246-66.4% |