Filed December 10, 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 | $53,094 | $60,124-11.7% | $90,404-41.3% | $79,858-33.5% |
| Participation rate | 62.1% | 65.0%-2.9pp | 72.7%-10.6pp | 69.6%-7.6pp |
| Annual return | 9.30% | 71.94%-62.6pp | 1293.02%-1283.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $543 | $2,068-73.8% | $3,262-83.4% | $2,471-78.0% |
| Participant deferral / active EE | $3,702 | $2,938+26.0% | $3,963-6.6% | $3,740-1.0% |
| Admin fee / account holder | $8,290 | $3,976+108.5% | $5,611+47.8% | $5,306+56.2% |