Filed August 1, 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 | $59,302 | $183,963-67.8% | $162,163-63.4% | $152,861-61.2% |
| Participation rate | 69.6% | 88.5%-18.9pp | 87.6%-18.0pp | 82.4%-12.9pp |
| Annual return | 18.89% | 150.76%-131.9pp | 115.59%-96.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,921 | $6,371-69.8% | $5,614-65.8% | $4,762-59.7% |
| Participant deferral / active EE | $2,497 | $8,034-68.9% | $7,298-65.8% | $5,850-57.3% |
| Admin fee / account holder | $737 | $13,121-94.4% | $10,843-93.2% | $11,596-93.6% |