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 | $200,483 | $78,483+155.4% | $106,201+88.8% | $74,546+168.9% |
| Participation rate | 54.6% | 72.8%-18.2pp | 75.3%-20.7pp | 67.2%-12.6pp |
| Annual return | 20.45% | 15.94%+4.5pp | 116.26%-95.8pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $383 | $2,522-84.8% | $3,170-87.9% | $2,624-85.4% |
| Participant deferral / active EE | $4,407 | $4,320+2.0% | $5,012-12.1% | $4,347+1.4% |
| Admin fee / account holder | $21,497 | $2,236+861.6% | $11,039+94.7% | $1,944+1006.1% |