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 | $50,891 | $127,100-60.0% | $105,738-51.9% | $135,375-62.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -4.62% | 4.49%-9.1pp | 6.27%-10.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,000 | $4,107-75.7% | $3,268-69.4% | $4,779-79.1% |
| Participant deferral / active EE | $1,276 | $5,064-74.8% | $4,080-68.7% | $5,609-77.2% |
| Admin fee / account holder | $12,693 | $9,087+39.7% | $6,913+83.6% | $10,827+17.2% |