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 | $60,403 | $54,701+10.4% | $86,188-29.9% | $71,457-15.5% |
| Participation rate | 43.4% | 60.1%-16.7pp | 69.0%-25.5pp | 67.9%-24.5pp |
| Annual return | 12.08% | 20.06%-8.0pp | 1168.45%-1156.4pp | 28.85%-16.8pp |
| Employer contribution / active EE | $1,000 | $1,265-21.0% | $2,380-58.0% | $2,588-61.4% |
| Participant deferral / active EE | $2,840 | $3,108-8.6% | $3,985-28.8% | $4,289-33.8% |
| Admin fee / account holder | $7,087 | $1,922+268.8% | $6,852+3.4% | $1,587+346.5% |