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 | $68,762 | $52,406+31.2% | $129,207-46.8% | $74,495-7.7% |
| Participation rate | 28.3% | 53.8%-25.5pp | 69.6%-41.4pp | 67.2%-38.9pp |
| Annual return | 10.48% | 15.66%-5.2pp | 9417.33%-9406.8pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $488 | $1,531-68.1% | $4,153-88.3% | $2,623-81.4% |
| Participant deferral / active EE | $1,556 | $2,794-44.3% | $4,168-62.7% | $4,346-64.2% |
| Admin fee / account holder | $21,429 | $2,633+713.9% | $7,715+177.8% | $1,942+1003.6% |