Filed April 18, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,756 | $98,750+67.9% | $149,696+10.7% | $79,858+107.6% |
| Participation rate | 68.1% | 75.8%-7.7pp | 82.5%-14.4pp | 69.6%-1.5pp |
| Annual return | 21.50% | 27.43%-5.9pp | 276.60%-255.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,747 | $5,680+18.8% | $6,842-1.4% | $3,740+80.4% |
| Admin fee / account holder | $11,178 | $6,053+84.7% | $9,309+20.1% | $5,306+110.6% |