Filed May 5, 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 3-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 | $66,563 | $48,335+37.7% | $121,098-45.0% | $71,457-6.8% |
| Participation rate | 34.9% | 54.3%-19.3pp | 69.5%-34.6pp | 67.9%-33.0pp |
| Annual return | 13.23% | 23.32%-10.1pp | 985.75%-972.5pp | 28.85%-15.6pp |
| Employer contribution / active EE | $656 | $1,489-55.9% | $4,164-84.2% | $2,588-74.6% |
| Participant deferral / active EE | $1,964 | $2,754-28.7% | $4,080-51.9% | $4,289-54.2% |
| Admin fee / account holder | $10,308 | $1,841+460.0% | $5,644+82.6% | $1,587+549.4% |