Filed April 2, 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 9-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.
Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,721 | $105,181+162.1% | $159,436+72.9% | $85,850+221.2% |
| Participation rate | 39.4% | 75.8%-36.4pp | 82.8%-43.4pp | 69.3%-29.9pp |
| Annual return | 12.63% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $659 | $3,318-80.1% | $4,829-86.4% | $2,565-74.3% |
| Participant deferral / active EE | $2,040 | $5,945-65.7% | $7,352-72.3% | $3,952-48.4% |
| Admin fee / account holder | $15,233 | $6,933+119.7% | $10,799+41.1% | $6,260+143.3% |