Filed November 9, 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 | $25,093 | $72,277-65.3% | $101,248-75.2% | $79,858-68.6% |
| Participation rate | 50.9% | 68.5%-17.6pp | 75.8%-24.9pp | 69.6%-18.7pp |
| Annual return | 6.47% | 22.30%-15.8pp | 46.47%-40.0pp | 31.71%-25.2pp |
| Employer contribution / active EE | $1,181 | $2,692-56.1% | $3,660-67.7% | $2,471-52.2% |
| Participant deferral / active EE | $2,117 | $3,282-35.5% | $4,370-51.6% | $3,740-43.4% |
| Admin fee / account holder | $1,920 | $4,400-56.4% | $5,945-67.7% | $5,306-63.8% |