Filed August 17, 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 | $97,072 | $65,703+47.7% | $94,224+3.0% | $59,632+62.8% |
| Participation rate | 34.0% | 72.1%-38.1pp | 78.8%-44.7pp | 68.7%-34.6pp |
| Annual return | -0.79% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,671 | $3,143-15.0% | $4,320-38.2% | $3,192-16.3% |
| Admin fee / account holder | $17,245 | $4,264+304.4% | $6,269+175.1% | $4,297+301.3% |