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 | $85,931 | $129,942-33.9% | $104,294-17.6% | $134,475-36.1% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -12.68% | 42.03%-54.7pp | 24.61%-37.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $743 | $4,184-82.2% | $3,372-78.0% | $4,740-84.3% |
| Participant deferral / active EE | $1,115 | $5,588-80.1% | $4,625-75.9% | $6,400-82.6% |
| Admin fee / account holder | $1,325 | $9,323-85.8% | $7,339-81.9% | $11,426-88.4% |