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 | $41,781 | $68,547-39.0% | $120,354-65.3% | $80,856-48.3% |
| Participation rate | 27.6% | 61.6%-34.0pp | 71.9%-44.3pp | 67.6%-40.1pp |
| Annual return | 9.37% | 23.60%-14.2pp | 107.15%-97.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $560 | $2,051-72.7% | $3,463-83.8% | $2,755-79.7% |
| Participant deferral / active EE | $609 | $3,173-80.8% | $4,991-87.8% | $4,296-85.8% |
| Admin fee / account holder | $3,573 | $5,732-37.7% | $9,423-62.1% | $6,918-48.4% |