Filed August 10, 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 | $649,250 | $100,041+549.0% | $149,718+333.6% | $70,131+825.8% |
| Participation rate | 1.1% | 83.6%-82.5pp | 87.1%-86.0pp | 69.5%-68.4pp |
| Annual return | 21.34% | 27.43%-6.1pp | 1501.63%-1480.3pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,624 | $3,662-55.6% | $5,445-70.2% | $2,342-30.7% |
| Participant deferral / active EE | $4,371 | $4,983-12.3% | $6,569-33.5% | $3,332+31.2% |
| Admin fee / account holder | $15,096 | $8,286+82.2% | $11,283+33.8% | $4,645+225.0% |