Filed August 3, 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 | $164,702 | $65,041+153.2% | $90,951+81.1% | $79,858+106.2% |
| Participation rate | 52.8% | 61.6%-8.8pp | 69.0%-16.2pp | 69.6%-16.9pp |
| Annual return | 9.49% | 30.45%-21.0pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,563 | $2,512+41.8% | $3,373+5.6% | $3,740-4.7% |
| Admin fee / account holder | $19,590 | $4,536+331.9% | $5,959+228.8% | $5,306+269.2% |