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 | $99,763 | $155,788-36.0% | $124,672-20.0% | $167,490-40.4% |
| Participation rate | 42.9% | 81.1%-38.2pp | 74.6%-31.8pp | 82.1%-39.2pp |
| Annual return | 7.70% | 17.97%-10.3pp | 5142.93%-5135.2pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,076 | $4,163-74.2% | $3,324-67.6% | $4,837-77.8% |
| Participant deferral / active EE | $1,234 | $5,673-78.2% | $4,614-73.3% | $6,341-80.5% |
| Admin fee / account holder | $22,527 | $9,531+136.4% | $7,493+200.6% | $12,309+83.0% |