Filed September 14, 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 | $40,410 | $48,230-16.2% | $67,502-40.1% | $80,856-50.0% |
| Participation rate | 34.3% | 66.4%-32.1pp | 72.9%-38.6pp | 67.6%-33.4pp |
| Annual return | 10.50% | 18.28%-7.8pp | 3512.12%-3501.6pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,595 | $2,924-45.4% | $4,000-60.1% | $4,296-62.9% |
| Admin fee / account holder | $8,694 | $3,681+136.2% | $3,998+117.5% | $6,918+25.7% |