Filed June 22, 2006 (most recent of 5 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 | $84,413 | $85,766-1.6% | $136,294-38.1% | $70,131+20.4% |
| Participation rate | 52.2% | 74.2%-21.9pp | 81.9%-29.7pp | 69.5%-17.3pp |
| Annual return | 12.78% | 31.45%-18.7pp | 5155.94%-5143.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,052 | $5,051-39.6% | $6,247-51.1% | $3,332-8.4% |
| Admin fee / account holder | $9,387 | $5,420+73.2% | $9,243+1.5% | $4,645+102.1% |