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 | $82,997 | $70,587+17.6% | $124,672-33.4% | $85,850-3.3% |
| Participation rate | 31.3% | 64.4%-33.2pp | 74.6%-43.4pp | 69.3%-38.1pp |
| Annual return | 15.58% | 20688.83%-20673.2pp | 5142.93%-5127.4pp | 318.53%-303.0pp |
| Employer contribution / active EE | $830 | $1,913-56.6% | $3,324-75.0% | $2,565-67.6% |
| Participant deferral / active EE | $1,073 | $2,969-63.8% | $4,614-76.7% | $3,952-72.8% |
| Admin fee / account holder | $8,774 | $5,282+66.1% | $7,493+17.1% | $6,260+40.2% |