Filed August 8, 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 | $102,420 | $72,492+41.3% | $87,100+17.6% | $72,985+40.3% |
| Participation rate | 59.3% | 72.8%-13.6pp | 76.9%-17.6pp | 69.5%-10.2pp |
| Annual return | 14.52% | 24.46%-9.9pp | 28.19%-13.7pp | 81.00%-66.5pp |
| Employer contribution / active EE | $750 | $1,894-60.4% | $2,521-70.3% | $2,440-69.3% |
| Participant deferral / active EE | $3,201 | $3,270-2.1% | $4,049-20.9% | $3,607-11.3% |
| Admin fee / account holder | $9,239 | $5,055+82.8% | $7,497+23.2% | $5,124+80.3% |