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 | $54,713 | $52,836+3.6% | $105,738-48.3% | $64,186-14.8% |
| Participation rate | 33.3% | 66.5%-33.2pp | 76.3%-43.0pp | 69.6%-36.2pp |
| Annual return | -5.11% | 14.30%-19.4pp | 6.27%-11.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $644 | $1,827-64.7% | $3,268-80.3% | $2,381-72.9% |
| Participant deferral / active EE | $668 | $2,545-73.8% | $4,080-83.6% | $3,470-80.7% |
| Admin fee / account holder | $4,100 | $3,959+3.6% | $6,913-40.7% | $4,888-16.1% |