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 | $58,341 | $107,934-45.9% | $91,989-36.6% | $152,861-61.8% |
| Participation rate | 47.4% | 81.2%-33.8pp | 78.6%-31.3pp | 82.4%-35.1pp |
| Annual return | 19.55% | 89.24%-69.7pp | 69.02%-49.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,143 | $6,364-66.3% | $5,923-63.8% | $5,850-63.4% |
| Admin fee / account holder | $526 | $10,520-95.0% | $7,743-93.2% | $11,596-95.5% |