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 | $5,068 | $150,187-96.6% | $120,354-95.8% | $145,922-96.5% |
| Participation rate | 30.0% | 78.8%-48.8pp | 71.9%-41.9pp | 80.3%-50.3pp |
| Annual return | 4.45% | 154.07%-149.6pp | 107.15%-102.7pp | 561.29%-556.8pp |
| Employer contribution / active EE | $1,182 | $4,348-72.8% | $3,463-65.9% | $4,660-74.6% |
| Participant deferral / active EE | $947 | $6,173-84.7% | $4,991-81.0% | $6,688-85.8% |
| Admin fee / account holder | $1,054 | $12,207-91.4% | $9,423-88.8% | $13,397-92.1% |