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 | $32,179 | $48,076-33.1% | $78,689-59.1% | $62,891-48.8% |
| Participation rate | 54.7% | 65.2%-10.5pp | 73.6%-18.8pp | 69.3%-14.6pp |
| Annual return | 4.18% | 31.35%-27.2pp | 62.18%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,015 | $2,015-49.6% | $2,851-64.4% | $2,281-55.5% |
| Participant deferral / active EE | $1,265 | $2,588-51.1% | $3,517-64.0% | $3,203-60.5% |
| Admin fee / account holder | $4,985 | $3,207+55.4% | $4,510+10.5% | $4,296+16.1% |