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 | $54,053 | $68,547-21.1% | $120,354-55.1% | $80,856-33.1% |
| Participation rate | 53.8% | 61.6%-7.8pp | 71.9%-18.1pp | 67.6%-13.8pp |
| Annual return | 11.70% | 23.60%-11.9pp | 107.15%-95.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $992 | $2,051-51.6% | $3,463-71.3% | $2,755-64.0% |
| Participant deferral / active EE | $1,084 | $3,173-65.8% | $4,991-78.3% | $4,296-74.8% |
| Admin fee / account holder | $12,342 | $5,732+115.3% | $9,423+31.0% | $6,918+78.4% |