Filed January 27, 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 | $27,374 | $95,416-71.3% | $185,823-85.3% | $85,850-68.1% |
| Participation rate | 54.3% | 68.8%-14.5pp | 81.7%-27.4pp | 69.3%-15.0pp |
| Annual return | 11.27% | 23.59%-12.3pp | 122.05%-110.8pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,725 | $3,314-47.9% | $5,167-66.6% | $2,565-32.7% |
| Participant deferral / active EE | $2,482 | $3,423-27.5% | $5,568-55.4% | $3,952-37.2% |
| Admin fee / account holder | $1,364 | $7,213-81.1% | $16,237-91.6% | $6,260-78.2% |