Filed May 5, 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 | $18,884 | $53,777-64.9% | $134,143-85.9% | $79,858-76.4% |
| Participation rate | 58.5% | 58.8%-0.3pp | 72.2%-13.7pp | 69.6%-11.2pp |
| Annual return | 8.06% | 19.01%-10.9pp | 36.33%-28.3pp | 31.71%-23.7pp |
| Employer contribution / active EE | $839 | $1,321-36.5% | $3,704-77.4% | $2,471-66.1% |
| Participant deferral / active EE | $1,208 | $2,420-50.1% | $3,499-65.5% | $3,740-67.7% |
| Admin fee / account holder | $779 | $3,984-80.4% | $6,684-88.3% | $5,306-85.3% |