Filed December 1, 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.
Employer 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 | $219,931 | $84,556+160.1% | $116,228+89.2% | $74,304+196.0% |
| Participation rate | 56.4% | 66.0%-9.7pp | 74.6%-18.2pp | 60.3%-4.0pp |
| Annual return | 16.66% | 18.35%-1.7pp | 90.06%-73.4pp | 29.43%-12.8pp |
| Employer contribution / active EE | $419 | $2,168-80.7% | $2,994-86.0% | $2,241-81.3% |
| Participant deferral / active EE | $4,894 | $3,814+28.3% | $4,953-1.2% | $3,767+29.9% |
| Admin fee / account holder | $33,483 | $3,792+783.0% | $11,989+179.3% | $2,969+1027.8% |