Filed November 29, 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 7-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 | $13,680 | $96,635-85.8% | $86,612-84.2% | $139,434-90.2% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 2.47% | 106.41%-103.9pp | 591.07%-588.6pp | 372.94%-370.5pp |
| Employer contribution / active EE | $2,123 | $3,263-34.9% | $3,022-29.8% | $4,751-55.3% |
| Participant deferral / active EE | $357 | $4,836-92.6% | $4,438-92.0% | $6,710-94.7% |
| Admin fee / account holder | $508 | $6,408-92.1% | $5,614-90.9% | $11,403-95.5% |