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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,975 | $58,694-69.4% | $142,863-87.4% | $85,850-79.1% |
| Participation rate | 42.9% | 58.5%-15.6pp | 71.9%-29.1pp | 69.3%-26.5pp |
| Annual return | 12.86% | 27.72%-14.9pp | 5637.54%-5624.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $524 | $1,423-63.2% | $4,144-87.4% | $2,565-79.6% |
| Participant deferral / active EE | $293 | $2,607-88.8% | $3,837-92.4% | $3,952-92.6% |
| Admin fee / account holder | $1,265 | $4,239-70.2% | $6,560-80.7% | $6,260-79.8% |