Filed November 9, 2005 (most recent of 2 filings on file)
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 | $61,507 | $87,841-30.0% | $133,980-54.1% | $62,891-2.2% |
| Participation rate | 68.3% | 83.4%-15.1pp | 87.1%-18.8pp | 69.3%-1.0pp |
| Annual return | 4.83% | 12.05%-7.2pp | 29.30%-24.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $3,400 | $3,483-2.4% | $5,211-34.8% | $2,281+49.0% |
| Participant deferral / active EE | $1,267 | $4,812-73.7% | $6,282-79.8% | $3,203-60.4% |
| Admin fee / account holder | $17,160 | $5,371+219.5% | $9,324+84.0% | $4,296+299.5% |