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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,657 | $51,576-58.0% | $129,207-83.2% | $80,856-73.2% |
| Participation rate | 63.0% | 57.0%+6.0pp | 69.6%-6.6pp | 67.6%-4.7pp |
| Annual return | 9.80% | 20.81%-11.0pp | 9417.33%-9407.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,055 | $1,584-33.4% | $4,153-74.6% | $2,755-61.7% |
| Participant deferral / active EE | $498 | $2,669-81.3% | $4,168-88.1% | $4,296-88.4% |
| Admin fee / account holder | $10,119 | $4,305+135.1% | $7,715+31.2% | $6,918+46.3% |