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 | $38,248 | $100,041-61.8% | $149,718-74.5% | $70,131-45.5% |
| Participation rate | 47.1% | 83.6%-36.5pp | 87.1%-40.0pp | 69.5%-22.5pp |
| Annual return | 9.97% | 27.43%-17.5pp | 1501.63%-1491.7pp | 73.14%-63.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,733 | $4,983-65.2% | $6,569-73.6% | $3,332-48.0% |
| Admin fee / account holder | $386 | $8,286-95.3% | $11,283-96.6% | $4,645-91.7% |