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 | $65,399 | $152,651-57.2% | $105,218-37.8% | $125,391-47.8% |
| Participation rate | 62.5% | 81.5%-19.0pp | 77.2%-14.7pp | 83.2%-20.7pp |
| Annual return | -1.30% | 8.24%-9.5pp | 5.33%-6.6pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,783 | $4,802-62.9% | $3,255-45.2% | $4,866-63.4% |
| Participant deferral / active EE | $1,230 | $6,660-81.5% | $4,867-74.7% | $5,352-77.0% |
| Admin fee / account holder | $6,907 | $14,248-51.5% | $6,992-1.2% | $9,540-27.6% |