Filed April 19, 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 | $1,176,921 | $95,762+1129.0% | $379,746+209.9% | $79,858+1373.8% |
| Participation rate | 0.0% | 74.0%-74.0pp | 78.4%-78.4pp | 69.6%-69.6pp |
| Annual return | 9.08% | 18.26%-9.2pp | 34.90%-25.8pp | 31.71%-22.6pp |
| Employer contribution / active EE | $6,266 | $2,695+132.5% | $3,540+77.0% | $2,471+153.6% |
| Participant deferral / active EE | $3,169 | $4,705-32.6% | $6,024-47.4% | $3,740-15.3% |
| Admin fee / account holder | $183,402 | $6,745+2619.1% | $7,927+2213.7% | $5,306+3356.3% |