Filed November 19, 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 | $35,576 | $58,927-39.6% | $76,817-53.7% | $72,985-51.3% |
| Participation rate | 63.0% | 67.3%-4.4pp | 72.1%-9.1pp | 69.5%-6.5pp |
| Annual return | 22.87% | 2305.64%-2282.8pp | 1166.11%-1143.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,477 | $2,690-45.1% | $3,336-55.7% | $3,607-59.1% |
| Admin fee / account holder | $9,544 | $4,013+137.8% | $6,420+48.7% | $5,124+86.2% |