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.
Employer 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 | $84,259 | $80,968+4.1% | $96,544-12.7% | $75,163+12.1% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 13.32% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $520 | $2,282-77.2% | $2,965-82.4% | $2,670-80.5% |
| Participant deferral / active EE | $4,309 | $3,928+9.7% | $4,851-11.2% | $4,125+4.5% |
| Admin fee / account holder | $40,225 | $6,724+498.2% | $8,252+387.4% | $5,651+611.8% |