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 | $107,013 | $96,484+10.9% | $156,263-31.5% | $74,304+44.0% |
| Participation rate | 50.0% | 67.7%-17.7pp | 78.9%-28.9pp | 60.3%-10.3pp |
| Annual return | 12.11% | 17.73%-5.6pp | 59.47%-47.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,090 | $2,528-56.9% | $4,333-74.8% | $2,241-51.3% |
| Participant deferral / active EE | $3,442 | $4,286-19.7% | $6,158-44.1% | $3,767-8.6% |
| Admin fee / account holder | $16,993 | $3,728+355.9% | $14,255+19.2% | $2,969+472.4% |