Filed August 4, 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 4-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 | $13,433 | $81,900-83.6% | $119,609-88.8% | $68,494-80.4% |
| Participation rate | 26.8% | 71.9%-45.1pp | 79.3%-52.4pp | 67.9%-41.1pp |
| Annual return | -31.14% | -23.82%-7.3pp | -14.97%-16.2pp | -7.84%-23.3pp |
| Employer contribution / active EE | $1,071 | $2,693-60.2% | $4,232-74.7% | $2,596-58.8% |
| Participant deferral / active EE | $1,848 | $4,148-55.4% | $5,602-67.0% | $4,027-54.1% |
| Admin fee / account holder | $566 | $6,582-91.4% | $10,323-94.5% | $5,403-89.5% |