Filed January 31, 2006 (most recent of 3 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 9-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.
Employer 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 | $44,740 | $63,299-29.3% | $91,001-50.8% | $62,292-28.2% |
| Participation rate | 54.5% | 73.3%-18.8pp | 75.6%-21.1pp | 69.5%-15.0pp |
| Annual return | 14.24% | 20.99%-6.8pp | 4.60%+9.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $350 | $1,807-80.6% | $2,456-85.8% | $2,042-82.9% |
| Participant deferral / active EE | $2,031 | $2,943-31.0% | $3,547-42.8% | $3,169-35.9% |
| Admin fee / account holder | $2,898 | $468+519.6% | $5,417-46.5% | $479+504.5% |