Filed April 17, 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 | $534,106 | $74,888+613.2% | $71,209+650.1% | $142,382+275.1% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 13.47% | 345.14%-331.7pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $10,056 | $2,854+252.3% | $2,721+269.6% | $4,299+133.9% |
| Participant deferral / active EE | $9,175 | $4,454+106.0% | $4,175+119.8% | $6,507+41.0% |
| Admin fee / account holder | $2,221 | $5,568-60.1% | $5,349-58.5% | $12,624-82.4% |