Filed September 20, 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.
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 | $155,370 | $73,933+110.2% | $96,683+60.7% | $75,163+106.7% |
| Participation rate | 60.6% | 66.4%-5.8pp | 74.3%-13.7pp | 67.2%-6.6pp |
| Annual return | 13.13% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,453 | $2,928-16.2% | $3,737-34.4% | $2,670-8.1% |
| Participant deferral / active EE | $7,933 | $3,659+116.8% | $4,878+62.6% | $4,125+92.3% |
| Admin fee / account holder | $6,517 | $5,216+24.9% | $6,730-3.2% | $5,651+15.3% |