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 | $45,538 | $70,587-35.5% | $124,672-63.5% | $85,850-47.0% |
| Participation rate | 35.5% | 64.4%-28.9pp | 74.6%-39.1pp | 69.3%-33.8pp |
| Annual return | 6.39% | 20688.83%-20682.4pp | 5142.93%-5136.5pp | 318.53%-312.1pp |
| Employer contribution / active EE | $744 | $1,913-61.1% | $3,324-77.6% | $2,565-71.0% |
| Participant deferral / active EE | $1,426 | $2,969-52.0% | $4,614-69.1% | $3,952-63.9% |
| Admin fee / account holder | $84,670 | $5,282+1502.9% | $7,493+1030.0% | $6,260+1252.6% |