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 | $19,836 | $41,377-52.1% | $109,313-81.9% | $62,891-68.5% |
| Participation rate | 11.5% | 57.5%-46.0pp | 71.3%-59.7pp | 69.3%-57.8pp |
| Annual return | 3.58% | 11.05%-7.5pp | 22.07%-18.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $555 | $2,045-72.9% | $3,166-82.5% | $3,203-82.7% |
| Admin fee / account holder | $15,031 | $2,884+421.2% | $5,666+165.3% | $4,296+249.9% |