Filed December 10, 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 5-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 | $21,902 | $72,177-69.7% | $115,037-81.0% | $59,632-63.3% |
| Participation rate | 29.4% | 72.6%-43.1pp | 81.4%-52.0pp | 68.7%-39.3pp |
| Annual return | 6.48% | 12.02%-5.5pp | 26.14%-19.7pp | 2041.28%-2034.8pp |
| Employer contribution / active EE | $665 | $2,841-76.6% | $4,608-85.6% | $2,203-69.8% |
| Participant deferral / active EE | $722 | $4,783-84.9% | $6,026-88.0% | $3,192-77.4% |
| Admin fee / account holder | $12,848 | $4,927+160.8% | $8,175+57.2% | $4,297+199.0% |