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 | $62,998 | $70,587-10.8% | $124,672-49.5% | $85,850-26.6% |
| Participation rate | 30.0% | 64.4%-34.4pp | 74.6%-44.6pp | 69.3%-39.3pp |
| Annual return | 11.23% | 20688.83%-20677.6pp | 5142.93%-5131.7pp | 318.53%-307.3pp |
| Employer contribution / active EE | $587 | $1,913-69.3% | $3,324-82.3% | $2,565-77.1% |
| Participant deferral / active EE | $1,360 | $2,969-54.2% | $4,614-70.5% | $3,952-65.6% |
| Admin fee / account holder | $9,922 | $5,282+87.9% | $7,493+32.4% | $6,260+58.5% |