Filed May 16, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,616 | $109,413-23.6% | $156,263-46.5% | $84,808-1.4% |
| Participation rate | 38.9% | 72.7%-33.8pp | 78.9%-40.0pp | 68.3%-29.4pp |
| Annual return | 14.25% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,044 | $2,907-64.1% | $4,333-75.9% | $2,631-60.3% |
| Participant deferral / active EE | $1,948 | $4,590-57.6% | $6,158-68.4% | $4,212-53.7% |
| Admin fee / account holder | $2,591 | $9,357-72.3% | $14,255-81.8% | $7,344-64.7% |