Filed May 5, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,054 | $56,357-73.3% | $104,294-85.6% | $68,494-78.0% |
| Participation rate | 45.7% | 63.3%-17.5pp | 73.3%-27.5pp | 67.9%-22.1pp |
| Annual return | -14.84% | -9.19%-5.6pp | 24.61%-39.4pp | -7.84%-7.0pp |
| Employer contribution / active EE | $619 | $1,960-68.4% | $3,372-81.6% | $2,596-76.1% |
| Participant deferral / active EE | $988 | $3,077-67.9% | $4,625-78.6% | $4,027-75.5% |
| Admin fee / account holder | $1,365 | $4,903-72.2% | $7,339-81.4% | $5,403-74.7% |