Filed January 13, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $551,534 | $58,577+841.6% | $83,333+561.8% | $64,186+759.3% |
| Participation rate | 16.7% | 72.0%-55.4pp | 77.8%-61.1pp | 69.6%-52.9pp |
| Annual return | -3.70% | 9.65%-13.3pp | 10.63%-14.3pp | 7.63%-11.3pp |
| Employer contribution / active EE | $9,040 | $2,098+330.8% | $3,379+167.6% | $2,381+279.7% |
| Participant deferral / active EE | $8,303 | $4,654+78.4% | $5,565+49.2% | $3,470+139.3% |
| Admin fee / account holder | $110,856 | $9,275+1095.2% | $7,510+1376.0% | $4,888+2167.9% |