Filed February 15, 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 | $135,559 | $82,664+64.0% | $125,339+8.2% | $68,494+97.9% |
| Participation rate | 68.1% | 75.0%-6.9pp | 82.4%-14.2pp | 67.9%+0.2pp |
| Annual return | -14.71% | -5.97%-8.7pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,807 | $6,110+44.1% | $7,446+18.3% | $4,027+118.7% |
| Admin fee / account holder | $10,253 | $6,275+63.4% | $10,010+2.4% | $5,403+89.8% |