Filed August 29, 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.
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 | $25,293 | $64,707-60.9% | $112,228-77.5% | $68,494-63.1% |
| Participation rate | 63.9% | 67.2%-3.2pp | 75.1%-11.1pp | 67.9%-4.0pp |
| Annual return | -20.89% | -11.40%-9.5pp | 27.45%-48.3pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,338 | $2,746-51.3% | $3,635-63.2% | $2,596-48.5% |
| Participant deferral / active EE | $2,355 | $3,565-33.9% | $4,728-50.2% | $4,027-41.5% |
| Admin fee / account holder | $551 | $5,232-89.5% | $6,410-91.4% | $5,403-89.8% |