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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,520 | $63,299+55.6% | $91,001+8.3% | $62,292+58.2% |
| Participation rate | 49.6% | 73.3%-23.8pp | 75.6%-26.0pp | 69.5%-20.0pp |
| Annual return | 15.97% | 20.99%-5.0pp | 4.60%+11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,408 | $2,943-18.2% | $3,547-32.1% | $3,169-24.0% |
| Admin fee / account holder | $1,164 | $468+148.9% | $5,417-78.5% | $479+142.8% |