Filed November 22, 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.
Employer 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 | $40,338 | $49,915-19.2% | $154,803-73.9% | $74,304-45.7% |
| Participation rate | 33.8% | 54.0%-20.1pp | 78.1%-44.3pp | 60.3%-26.5pp |
| Annual return | 8.82% | 34.06%-25.2pp | 58.88%-50.1pp | 29.43%-20.6pp |
| Employer contribution / active EE | $156 | $1,611-90.3% | $4,305-96.4% | $2,241-93.1% |
| Participant deferral / active EE | $870 | $2,255-61.4% | $5,540-84.3% | $3,767-76.9% |
| Admin fee / account holder | $1,884 | $2,189-13.9% | $14,329-86.8% | $2,969-36.5% |