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.
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 | $23,257 | $155,788-85.1% | $124,672-81.3% | $167,490-86.1% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 7.56% | 17.97%-10.4pp | 5142.93%-5135.4pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,082 | $4,163-74.0% | $3,324-67.4% | $4,837-77.6% |
| Participant deferral / active EE | $1,089 | $5,673-80.8% | $4,614-76.4% | $6,341-82.8% |
| Admin fee / account holder | $1,165 | $9,531-87.8% | $7,493-84.4% | $12,309-90.5% |