Filed April 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,955 | $88,087+10.1% | $164,866-41.2% | $74,546+30.1% |
| Participation rate | 53.5% | 73.1%-19.6pp | 78.6%-25.1pp | 67.2%-13.7pp |
| Annual return | 10.33% | 17.27%-6.9pp | 69.97%-59.6pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $953 | $2,595-63.3% | $4,343-78.1% | $2,624-63.7% |
| Participant deferral / active EE | $2,822 | $4,499-37.3% | $6,033-53.2% | $4,347-35.1% |
| Admin fee / account holder | $11,717 | $2,232+425.0% | $12,689-7.7% | $1,944+502.8% |