Filed September 14, 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 | $184,796 | $106,515+73.5% | $96,683+91.1% | $139,434+32.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 10.21% | 38.43%-28.2pp | 35.69%-25.5pp | 372.94%-362.7pp |
| Employer contribution / active EE | $596 | $4,103-85.5% | $3,737-84.0% | $4,751-87.4% |
| Participant deferral / active EE | $4,150 | $5,454-23.9% | $4,878-14.9% | $6,710-38.1% |
| Admin fee / account holder | $14,776 | $7,877+87.6% | $6,730+119.6% | $11,403+29.6% |