Filed July 21, 2006 (most recent of 2 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 | $211,077 | $123,793+70.5% | $177,821+18.7% | $79,858+164.3% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 9.83% | 22.82%-13.0pp | 48.32%-38.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,992 | $4,095-51.4% | $5,918-66.3% | $2,471-19.4% |
| Participant deferral / active EE | $3,977 | $5,956-33.2% | $7,714-48.5% | $3,740+6.3% |
| Admin fee / account holder | $23,278 | $7,243+221.4% | $12,427+87.3% | $5,306+338.7% |