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 | $41,000 | $61,605-33.4% | $112,229-63.5% | $75,163-45.5% |
| Participation rate | 37.0% | 61.7%-24.7pp | 72.4%-35.5pp | 67.2%-30.2pp |
| Annual return | 9.98% | 28.47%-18.5pp | 30.20%-20.2pp | 160.62%-150.6pp |
| Employer contribution / active EE | $931 | $2,015-53.8% | $3,430-72.9% | $2,670-65.1% |
| Participant deferral / active EE | $1,657 | $3,108-46.7% | $4,798-65.5% | $4,125-59.8% |
| Admin fee / account holder | $20,561 | $4,862+322.9% | $7,748+165.4% | $5,651+263.9% |