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 | $72,968 | $82,664-11.7% | $125,339-41.8% | $68,494+6.5% |
| Participation rate | 58.9% | 75.0%-16.1pp | 82.4%-23.4pp | 67.9%-9.0pp |
| Annual return | -19.79% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,673 | $6,110-23.5% | $7,446-37.3% | $4,027+16.0% |
| Admin fee / account holder | $8,470 | $6,275+35.0% | $10,010-15.4% | $5,403+56.8% |