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 | $57,537 | $91,552-37.2% | $133,956-57.0% | $79,858-28.0% |
| Participation rate | 52.1% | 73.3%-21.2pp | 79.8%-27.7pp | 69.6%-17.5pp |
| Annual return | -32.41% | 61.85%-94.3pp | 45.09%-77.5pp | 31.71%-64.1pp |
| Employer contribution / active EE | $1,104 | $2,384-53.7% | $3,919-71.8% | $2,471-55.3% |
| Participant deferral / active EE | $1,606 | $3,733-57.0% | $5,048-68.2% | $3,740-57.1% |
| Admin fee / account holder | $1,784 | $6,321-71.8% | $8,927-80.0% | $5,306-66.4% |