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 | $85,546 | $98,750-13.4% | $149,696-42.9% | $79,858+7.1% |
| Participation rate | 59.2% | 75.8%-16.6pp | 82.5%-23.3pp | 69.6%-10.4pp |
| Annual return | 7.82% | 27.43%-19.6pp | 276.60%-268.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,077 | $5,680-10.6% | $6,842-25.8% | $3,740+35.7% |
| Admin fee / account holder | $7,478 | $6,053+23.6% | $9,309-19.7% | $5,306+40.9% |