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 | $30,723 | $127,100-75.8% | $105,738-70.9% | $135,375-77.3% |
| Participation rate | 56.3% | 82.7%-26.5pp | 76.3%-20.1pp | 82.6%-26.4pp |
| Annual return | -4.67% | 4.49%-9.2pp | 6.27%-10.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $971 | $4,107-76.4% | $3,268-70.3% | $4,779-79.7% |
| Participant deferral / active EE | $971 | $5,064-80.8% | $4,080-76.2% | $5,609-82.7% |
| Admin fee / account holder | $380 | $9,087-95.8% | $6,913-94.5% | $10,827-96.5% |