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 | $58,492 | $58,851-0.6% | $115,157-49.2% | $72,985-19.9% |
| Participation rate | 35.4% | 65.5%-30.1pp | 75.9%-40.5pp | 69.5%-34.1pp |
| Annual return | 20.00% | 23.16%-3.2pp | 35.60%-15.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $633 | $1,798-64.8% | $3,179-80.1% | $2,440-74.0% |
| Participant deferral / active EE | $766 | $2,643-71.0% | $4,168-81.6% | $3,607-78.8% |
| Admin fee / account holder | $4,245 | $6,370-33.4% | $7,088-40.1% | $5,124-17.2% |