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 | $77,309 | $89,355-13.5% | $141,162-45.2% | $72,985+5.9% |
| Participation rate | 54.4% | 75.1%-20.7pp | 82.5%-28.1pp | 69.5%-15.1pp |
| Annual return | 4.02% | 111.85%-107.8pp | 71.39%-67.4pp | 81.00%-77.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,372 | $5,418-19.3% | $6,709-34.8% | $3,607+21.2% |
| Admin fee / account holder | $1,169 | $5,958-80.4% | $10,261-88.6% | $5,124-77.2% |