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 | $91,784 | $58,083+58.0% | $80,019+14.7% | $56,287+63.1% |
| Participation rate | 51.7% | 73.6%-21.9pp | 75.8%-24.1pp | 69.9%-18.1pp |
| Annual return | -0.39% | 34.61%-35.0pp | 11.22%-11.6pp | -9.96%+9.6pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,935 | $3,135-38.3% | $3,686-47.5% | $3,350-42.2% |
| Admin fee / account holder | $2,434 | $623+290.9% | $6,521-62.7% | $521+367.1% |