Filed November 29, 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 | $19,710 | $56,897-65.4% | $84,750-76.7% | $62,891-68.7% |
| Participation rate | 61.5% | 68.5%-7.0pp | 76.6%-15.1pp | 69.3%-7.8pp |
| Annual return | 4.27% | 6.30%-2.0pp | 22.78%-18.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $599 | $2,400-75.1% | $3,574-83.3% | $2,281-73.8% |
| Participant deferral / active EE | $1,329 | $2,709-50.9% | $3,712-64.2% | $3,203-58.5% |
| Admin fee / account holder | $2,745 | $3,581-23.3% | $5,332-48.5% | $4,296-36.1% |