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 | $33,655 | $73,933-54.5% | $96,683-65.2% | $75,163-55.2% |
| Participation rate | 62.7% | 66.4%-3.7pp | 74.3%-11.6pp | 67.2%-4.5pp |
| Annual return | 4.30% | 26.70%-22.4pp | 35.69%-31.4pp | 160.62%-156.3pp |
| Employer contribution / active EE | $1,686 | $2,928-42.4% | $3,737-54.9% | $2,670-36.8% |
| Participant deferral / active EE | $2,871 | $3,659-21.5% | $4,878-41.2% | $4,125-30.4% |
| Admin fee / account holder | $1,632 | $5,216-68.7% | $6,730-75.8% | $5,651-71.1% |