Filed April 6, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,415 | $29,660+123.9% | $56,411+17.7% | $80,856-17.9% |
| Participation rate | 68.1% | 41.6%+26.5pp | 52.5%+15.6pp | 67.6%+0.5pp |
| Annual return | 10.37% | 35.23%-24.9pp | 1701.33%-1691.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,163 | $669+73.7% | $1,039+11.9% | $2,755-57.8% |
| Participant deferral / active EE | $3,071 | $1,226+150.5% | $1,952+57.3% | $4,296-28.5% |
| Admin fee / account holder | $12,098 | $2,428+398.4% | $2,829+327.7% | $6,918+74.9% |