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 | $36,241 | $150,187-75.9% | $120,354-69.9% | $145,922-75.2% |
| Participation rate | 45.5% | 78.8%-33.3pp | 71.9%-26.5pp | 80.3%-34.8pp |
| Annual return | 5.18% | 154.07%-148.9pp | 107.15%-102.0pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,363 | $4,348-68.6% | $3,463-60.6% | $4,660-70.7% |
| Participant deferral / active EE | $3,813 | $6,173-38.2% | $4,991-23.6% | $6,688-43.0% |
| Admin fee / account holder | $75,135 | $12,207+515.5% | $9,423+697.4% | $13,397+460.8% |