Filed February 14, 2005
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 | $30,102 | $56,199-46.4% | $67,652-55.5% | $59,632-49.5% |
| Participation rate | 62.2% | 71.5%-9.2pp | 75.7%-13.4pp | 68.7%-6.4pp |
| Annual return | -2.70% | 18505.31%-18508.0pp | 6625.04%-6627.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,133 | $1,614-29.8% | $2,266-50.0% | $2,203-48.6% |
| Participant deferral / active EE | $1,665 | $2,844-41.5% | $3,560-53.2% | $3,192-47.8% |
| Admin fee / account holder | $462 | $3,958-88.3% | $4,821-90.4% | $4,297-89.3% |