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 | $53,386 | $58,851-9.3% | $115,157-53.6% | $72,985-26.9% |
| Participation rate | 33.3% | 65.5%-32.2pp | 75.9%-42.6pp | 69.5%-36.2pp |
| Annual return | 17.09% | 23.16%-6.1pp | 35.60%-18.5pp | 81.00%-63.9pp |
| Employer contribution / active EE | $622 | $1,798-65.4% | $3,179-80.4% | $2,440-74.5% |
| Participant deferral / active EE | $929 | $2,643-64.8% | $4,168-77.7% | $3,607-74.2% |
| Admin fee / account holder | $9,680 | $6,370+52.0% | $7,088+36.6% | $5,124+88.9% |