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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $7,648 | $112,881-93.2% | $90,951-91.6% | $158,922-95.2% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 17.87% | 215.79%-197.9pp | 134.60%-116.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $571 | $2,893-80.3% | $2,122-73.1% | $4,761-88.0% |
| Participant deferral / active EE | $1,051 | $4,128-74.5% | $3,373-68.8% | $5,982-82.4% |
| Admin fee / account holder | $554 | $8,041-93.1% | $5,959-90.7% | $11,246-95.1% |