Filed April 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 | $75,670 | $67,411+12.3% | $91,001-16.8% | $70,131+7.9% |
| Participation rate | 53.6% | 71.4%-17.8pp | 75.6%-22.0pp | 69.5%-16.0pp |
| Annual return | 18.71% | -40.16%+58.9pp | 4.60%+14.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,007 | $2,823-28.9% | $3,547-43.4% | $3,332-39.8% |
| Admin fee / account holder | $4,544 | $4,236+7.3% | $5,417-16.1% | $4,645-2.2% |