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 | $109,881+167.9% | $150,045+96.2% | $84,808+247.0% |
| Participation rate | 56.2% | 76.1%-19.9pp | 82.3%-26.2pp | 68.3%-12.1pp |
| Annual return | 14.30% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,014 | $3,561-43.4% | $4,693-57.1% | $2,631-23.4% |
| Participant deferral / active EE | $3,841 | $6,636-42.1% | $7,997-52.0% | $4,212-8.8% |
| Admin fee / account holder | $3,650 | $8,568-57.4% | $13,435-72.8% | $7,344-50.3% |