Filed July 12, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,324 | $106,749+175.7% | $145,433+102.4% | $82,448+257.0% |
| Participation rate | 56.2% | 75.6%-19.5pp | 82.1%-26.0pp | 68.1%-11.9pp |
| Annual return | 14.30% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,014 | $3,444-41.5% | $4,554-55.8% | $2,551-21.0% |
| Participant deferral / active EE | $3,841 | $6,519-41.1% | $7,897-51.4% | $4,139-7.2% |
| Admin fee / account holder | $3,650 | $8,390-56.5% | $13,129-72.2% | $7,234-49.5% |