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 | $66,051 | $66,098-0.1% | $101,794-35.1% | $74,304-11.1% |
| Participation rate | 46.1% | 53.8%-7.7pp | 69.2%-23.1pp | 60.3%-14.2pp |
| Annual return | 11.41% | 19.59%-8.2pp | 30.53%-19.1pp | 29.43%-18.0pp |
| Employer contribution / active EE | $933 | $1,082-13.7% | $2,289-59.2% | $2,241-58.3% |
| Participant deferral / active EE | $2,653 | $2,781-4.6% | $4,084-35.0% | $3,767-29.6% |
| Admin fee / account holder | $2,911 | $4,146-29.8% | $8,777-66.8% | $2,969-2.0% |