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 | $31,669 | $88,594-64.3% | $70,092-54.8% | $134,475-76.4% |
| Participation rate | 54.2% | 74.9%-20.8pp | 70.5%-16.3pp | 81.2%-27.1pp |
| Annual return | -16.69% | 442.67%-459.4pp | 190.73%-207.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,171 | $4,772-75.5% | $3,849-69.6% | $6,400-81.7% |
| Admin fee / account holder | $399 | $10,441-96.2% | $6,267-93.6% | $11,426-96.5% |