Filed November 9, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,926 | $54,705-45.3% | $71,209-58.0% | $84,808-64.7% |
| Participation rate | 43.2% | 64.1%-20.8pp | 73.8%-30.5pp | 68.3%-25.1pp |
| Annual return | 8.87% | 35.90%-27.0pp | 282.51%-273.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $129 | $2,158-94.0% | $2,721-95.3% | $2,631-95.1% |
| Participant deferral / active EE | $1,461 | $3,030-51.8% | $4,175-65.0% | $4,212-65.3% |
| Admin fee / account holder | $2,763 | $4,863-43.2% | $5,349-48.3% | $7,344-62.4% |