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 | $58,456 | $78,926-25.9% | $136,749-57.3% | $84,808-31.1% |
| Participation rate | 66.7% | 62.2%+4.5pp | 72.1%-5.5pp | 68.3%-1.6pp |
| Annual return | 9.06% | 18.17%-9.1pp | 24.33%-15.3pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,466 | $2,134-31.3% | $3,400-56.9% | $2,631-44.3% |
| Participant deferral / active EE | $2,682 | $3,168-15.3% | $4,692-42.8% | $4,212-36.3% |
| Admin fee / account holder | $3,420 | $6,369-46.3% | $11,386-70.0% | $7,344-53.4% |