Filed July 16, 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 | $148,070 | $74,927+97.6% | $101,794+45.5% | $84,808+74.6% |
| Participation rate | 58.0% | 61.4%-3.4pp | 69.2%-11.2pp | 68.3%-10.3pp |
| Annual return | 7.02% | 18.70%-11.7pp | 30.53%-23.5pp | 40.90%-33.9pp |
| Employer contribution / active EE | $2,525 | $1,522+65.9% | $2,289+10.3% | $2,631-4.0% |
| Participant deferral / active EE | $3,893 | $3,099+25.6% | $4,084-4.7% | $4,212-7.6% |
| Admin fee / account holder | $10,921 | $6,514+67.7% | $8,777+24.4% | $7,344+48.7% |