Filed August 29, 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.
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 | $48,526 | $98,240-50.6% | $82,313-41.0% | $147,584-67.1% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 16.95% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $812 | $3,192-74.6% | $2,428-66.6% | $4,876-83.4% |
| Participant deferral / active EE | $1,003 | $4,383-77.1% | $3,706-72.9% | $5,439-81.6% |
| Admin fee / account holder | $3,129 | $8,563-63.5% | $5,608-44.2% | $10,885-71.3% |