Filed November 9, 2005 (most recent of 3 filings on file)
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,065 | $124,425-55.7% | $112,040-50.9% | $137,256-59.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 9.42% | 24.72%-15.3pp | 24.52%-15.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $679 | $3,411-80.1% | $2,954-77.0% | $4,156-83.7% |
| Participant deferral / active EE | $2,815 | $5,718-50.8% | $5,098-44.8% | $6,407-56.1% |
| Admin fee / account holder | $12,214 | $15,207-19.7% | $12,098+1.0% | $12,270-0.5% |