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 | $95,967 | $142,405-32.6% | $115,157-16.7% | $152,861-37.2% |
| Participation rate | 22.2% | 82.4%-60.1pp | 75.9%-53.7pp | 82.4%-60.2pp |
| Annual return | 18.66% | 41.48%-22.8pp | 35.60%-16.9pp | 345.32%-326.7pp |
| Employer contribution / active EE | $977 | $4,010-75.6% | $3,179-69.3% | $4,762-79.5% |
| Participant deferral / active EE | $993 | $5,164-80.8% | $4,168-76.2% | $5,850-83.0% |
| Admin fee / account holder | $10,855 | $8,462+28.3% | $7,088+53.1% | $11,596-6.4% |