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 | $60,898 | $125,758-51.6% | $169,993-64.2% | $75,163-19.0% |
| Participation rate | 53.3% | 83.6%-30.3pp | 87.0%-33.7pp | 67.2%-13.9pp |
| Annual return | 10.87% | 27.20%-16.3pp | 53.37%-42.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,264 | $6,837-66.9% | $10,408-78.2% | $4,125-45.1% |
| Admin fee / account holder | $2,723 | $8,173-66.7% | $12,815-78.8% | $5,651-51.8% |