Filed July 6, 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 | $40,406 | $49,227-17.9% | $70,449-42.6% | $79,858-49.4% |
| Participation rate | 60.7% | 69.2%-8.5pp | 75.1%-14.3pp | 69.6%-8.9pp |
| Annual return | -1.73% | 30.06%-31.8pp | 109.03%-110.8pp | 31.71%-33.4pp |
| Employer contribution / active EE | $981 | $2,099-53.3% | $2,737-64.2% | $2,471-60.3% |
| Participant deferral / active EE | $2,396 | $2,768-13.4% | $3,709-35.4% | $3,740-35.9% |
| Admin fee / account holder | $5,057 | $2,878+75.7% | $3,845+31.5% | $5,306-4.7% |