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 | $33,187 | $78,926-58.0% | $136,749-75.7% | $84,808-60.9% |
| Participation rate | 56.0% | 62.2%-6.2pp | 72.1%-16.1pp | 68.3%-12.3pp |
| Annual return | 13.58% | 18.17%-4.6pp | 24.33%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $993 | $2,134-53.5% | $3,400-70.8% | $2,631-62.3% |
| Participant deferral / active EE | $1,047 | $3,168-66.9% | $4,692-77.7% | $4,212-75.1% |
| Admin fee / account holder | $908 | $6,369-85.7% | $11,386-92.0% | $7,344-87.6% |