Filed November 29, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $741,195 | $76,552+868.2% | $123,892+498.3% | $62,891+1078.5% |
| Participation rate | 0.0% | 73.0%-73.0pp | 81.4%-81.4pp | 69.3%-69.3pp |
| Annual return | 5.26% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,815 | $2,883-2.3% | $4,617-39.0% | $2,281+23.4% |
| Participant deferral / active EE | $6,834 | $4,840+41.2% | $5,984+14.2% | $3,203+113.4% |
| Admin fee / account holder | $9,831 | $4,826+103.7% | $8,357+17.6% | $4,296+128.9% |