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 | $69,507 | $115,882-40.0% | $100,516-30.8% | $158,922-56.3% |
| Participation rate | 45.0% | 81.6%-36.6pp | 79.4%-34.4pp | 82.0%-37.0pp |
| Annual return | 11.74% | 34.79%-23.0pp | 30.89%-19.1pp | 302.83%-291.1pp |
| Employer contribution / active EE | $7 | $4,103-99.8% | $3,418-99.8% | $4,761-99.8% |
| Participant deferral / active EE | $2,368 | $6,674-64.5% | $6,270-62.2% | $5,982-60.4% |
| Admin fee / account holder | $1,174 | $10,995-89.3% | $8,081-85.5% | $11,246-89.6% |