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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,775 | $53,516-63.0% | $126,539-84.4% | $84,808-76.7% |
| Participation rate | 51.4% | 58.2%-6.8pp | 69.8%-18.4pp | 68.3%-16.9pp |
| Annual return | 13.56% | 58.34%-44.8pp | 425.95%-412.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,046 | $1,535-31.8% | $3,674-71.5% | $2,631-60.2% |
| Participant deferral / active EE | $366 | $2,671-86.3% | $4,083-91.0% | $4,212-91.3% |
| Admin fee / account holder | $2,957 | $4,497-34.2% | $6,065-51.2% | $7,344-59.7% |