Filed August 8, 2005 (most recent of 2 filings on file)
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 | $168,994 | $64,839+160.6% | $95,585+76.8% | $84,808+99.3% |
| Participation rate | 59.0% | 63.8%-4.8pp | 72.1%-13.1pp | 68.3%-9.3pp |
| Annual return | 12.53% | -670.96%+683.5pp | 38.56%-26.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,031 | $1,759-41.4% | $2,527-59.2% | $2,631-60.8% |
| Participant deferral / active EE | $1,899 | $2,965-35.9% | $4,023-52.8% | $4,212-54.9% |
| Admin fee / account holder | $2,301 | $5,964-61.4% | $6,127-62.4% | $7,344-68.7% |