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 | $27,703 | $77,813-64.4% | $123,544-77.6% | $64,186-56.8% |
| Participation rate | 18.4% | 74.7%-56.3pp | 82.3%-63.9pp | 69.6%-51.1pp |
| Annual return | 32.66% | 12.48%+20.2pp | 119.20%-86.5pp | 7.63%+25.0pp |
| Employer contribution / active EE | $574 | $3,014-81.0% | $4,628-87.6% | $2,381-75.9% |
| Participant deferral / active EE | $595 | $5,240-88.6% | $6,426-90.7% | $3,470-82.9% |
| Admin fee / account holder | $4,665 | $5,519-15.5% | $9,284-49.8% | $4,888-4.6% |