Filed November 18, 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 | $97,890 | $58,694+66.8% | $142,863-31.5% | $85,850+14.0% |
| Participation rate | 56.8% | 58.5%-1.7pp | 71.9%-15.1pp | 69.3%-12.5pp |
| Annual return | 11.97% | 27.72%-15.7pp | 5637.54%-5625.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,279 | $1,423+130.5% | $4,144-20.9% | $2,565+27.8% |
| Participant deferral / active EE | $2,195 | $2,607-15.8% | $3,837-42.8% | $3,952-44.5% |
| Admin fee / account holder | $27,496 | $4,239+548.6% | $6,560+319.1% | $6,260+339.2% |