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 | $38,439 | $56,357-31.8% | $104,294-63.1% | $68,494-43.9% |
| Participation rate | 35.5% | 63.3%-27.8pp | 73.3%-37.8pp | 67.9%-32.4pp |
| Annual return | -15.71% | -9.19%-6.5pp | 24.61%-40.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $570 | $1,960-70.9% | $3,372-83.1% | $2,596-78.1% |
| Participant deferral / active EE | $737 | $3,077-76.1% | $4,625-84.1% | $4,027-81.7% |
| Admin fee / account holder | $4,035 | $4,903-17.7% | $7,339-45.0% | $5,403-25.3% |