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 | $57,372 | $64,324-10.8% | $118,925-51.8% | $79,858-28.2% |
| Participation rate | 31.5% | 64.9%-33.4pp | 75.4%-43.9pp | 69.6%-38.2pp |
| Annual return | 14.65% | 86.45%-71.8pp | 35.88%-21.2pp | 31.71%-17.1pp |
| Employer contribution / active EE | $585 | $1,836-68.1% | $3,263-82.1% | $2,471-76.3% |
| Participant deferral / active EE | $958 | $2,824-66.1% | $4,265-77.5% | $3,740-74.4% |
| Admin fee / account holder | $2,846 | $4,040-29.6% | $6,581-56.8% | $5,306-46.4% |