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 6-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 | $42,031 | $99,985-58.0% | $146,665-71.3% | $85,850-51.0% |
| Participation rate | 54.4% | 73.1%-18.7pp | 80.1%-25.7pp | 69.3%-14.9pp |
| Annual return | 11.48% | 18.93%-7.5pp | 22.74%-11.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $970 | $2,559-62.1% | $4,136-76.5% | $2,565-62.2% |
| Participant deferral / active EE | $1,442 | $4,006-64.0% | $5,506-73.8% | $3,952-63.5% |
| Admin fee / account holder | $1,224 | $7,702-84.1% | $10,280-88.1% | $6,260-80.4% |