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 | $97,157 | $140,940-31.1% | $112,229-13.4% | $139,434-30.3% |
| Participation rate | 53.8% | 79.2%-25.3pp | 72.4%-18.6pp | 80.3%-26.5pp |
| Annual return | 4.96% | 32.71%-27.8pp | 30.20%-25.2pp | 372.94%-368.0pp |
| Employer contribution / active EE | $1,122 | $4,283-73.8% | $3,430-67.3% | $4,751-76.4% |
| Participant deferral / active EE | $3,077 | $5,874-47.6% | $4,798-35.9% | $6,710-54.1% |
| Admin fee / account holder | $1,578 | $9,954-84.1% | $7,748-79.6% | $11,403-86.2% |