Filed April 14, 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 9-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 | $91,982 | $67,331+36.6% | $60,874+51.1% | $134,475-31.6% |
| Participation rate | 45.0% | 76.2%-31.2pp | 73.1%-28.1pp | 81.2%-36.2pp |
| Annual return | -12.08% | 49.93%-62.0pp | 16.90%-29.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,349 | $4,538-70.3% | $3,817-64.6% | $6,400-78.9% |
| Admin fee / account holder | $14,138 | $4,582+208.6% | $3,224+338.5% | $11,426+23.7% |