Filed July 20, 2006 (most recent of 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,723 | $167,484-67.9% | $151,611-64.6% | $134,475-60.1% |
| Participation rate | 64.3% | 88.4%-24.1pp | 87.5%-23.2pp | 81.2%-16.9pp |
| Annual return | -15.97% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,872 | $6,829-72.6% | $6,166-69.6% | $4,740-60.5% |
| Participant deferral / active EE | $1,872 | $8,986-79.2% | $8,363-77.6% | $6,400-70.7% |
| Admin fee / account holder | $479 | $13,783-96.5% | $11,616-95.9% | $11,426-95.8% |