Filed November 16, 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 | $71,475 | $57,281+24.8% | $86,612-17.5% | $75,163-4.9% |
| Participation rate | 69.7% | 63.2%+6.5pp | 71.7%-2.0pp | 67.2%+2.5pp |
| Annual return | 12.55% | 2670.75%-2658.2pp | 591.07%-578.5pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,865 | $2,314+67.0% | $3,022+27.9% | $2,670+44.8% |
| Participant deferral / active EE | $3,926 | $3,318+18.3% | $4,438-11.5% | $4,125-4.8% |
| Admin fee / account holder | $4,448 | $4,112+8.2% | $5,614-20.8% | $5,651-21.3% |