Filed January 30, 2006 (most recent of 4 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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,172 | $94,031-24.3% | $115,768-38.5% | $82,448-13.7% |
| Participation rate | 55.9% | 70.4%-14.5pp | 74.4%-18.5pp | 68.1%-12.1pp |
| Annual return | 10.92% | 20.61%-9.7pp | 100.46%-89.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $387 | $2,323-83.3% | $2,940-86.8% | $2,551-84.8% |
| Participant deferral / active EE | $2,311 | $3,972-41.8% | $4,917-53.0% | $4,139-44.2% |
| Admin fee / account holder | $25,281 | $10,249+146.7% | $12,439+103.2% | $7,234+249.5% |