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 | $59,894 | $65,409-8.4% | $98,442-39.2% | $85,850-30.2% |
| Participation rate | 58.1% | 65.0%-6.9pp | 73.3%-15.3pp | 69.3%-11.3pp |
| Annual return | 11.61% | 21.76%-10.1pp | 1492.73%-1481.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $581 | $2,168-73.2% | $2,960-80.4% | $2,565-77.4% |
| Participant deferral / active EE | $3,776 | $3,166+19.3% | $4,276-11.7% | $3,952-4.4% |
| Admin fee / account holder | $385 | $4,593-91.6% | $5,949-93.5% | $6,260-93.9% |