Filed October 13, 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.
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 | $81,366 | $56,629+43.7% | $77,999+4.3% | $55,167+47.5% |
| Participation rate | 48.3% | 73.3%-25.0pp | 75.5%-27.2pp | 69.0%-20.7pp |
| Annual return | 1.94% | 2866.98%-2865.0pp | 425.96%-424.0pp | 169.23%-167.3pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,445 | $2,777-11.9% | $3,497-30.1% | $3,054-19.9% |
| Admin fee / account holder | $1,630 | $467+249.4% | $5,480-70.3% | $504+223.5% |