Filed November 22, 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 | $41,884 | $55,415-24.4% | $155,509-73.1% | $74,495-43.8% |
| Participation rate | 30.2% | 61.9%-31.7pp | 78.2%-48.0pp | 67.2%-37.0pp |
| Annual return | 11.48% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $165 | $2,267-92.7% | $4,672-96.5% | $2,623-93.7% |
| Participant deferral / active EE | $853 | $2,836-69.9% | $5,626-84.8% | $4,346-80.4% |
| Admin fee / account holder | $5,766 | $1,738+231.7% | $15,912-63.8% | $1,942+196.9% |