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 | $23,932 | $52,836-54.7% | $105,738-77.4% | $64,186-62.7% |
| Participation rate | 32.1% | 66.5%-34.4pp | 76.3%-44.2pp | 69.6%-37.4pp |
| Annual return | -6.04% | 14.30%-20.3pp | 6.27%-12.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $600 | $1,827-67.1% | $3,268-81.6% | $2,381-74.8% |
| Participant deferral / active EE | $881 | $2,545-65.4% | $4,080-78.4% | $3,470-74.6% |
| Admin fee / account holder | $640 | $3,959-83.8% | $6,913-90.7% | $4,888-86.9% |