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 | $33,542 | $95,561-64.9% | $77,163-56.5% | $139,434-75.9% |
| Participation rate | 61.9% | 73.9%-12.0pp | 69.6%-7.7pp | 80.3%-18.4pp |
| Annual return | 12.49% | 54.92%-42.4pp | 37.87%-25.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,542 | $4,624-66.7% | $3,833-59.8% | $6,710-77.0% |
| Admin fee / account holder | $2,320 | $8,295-72.0% | $5,472-57.6% | $11,403-79.7% |