Filed March 12, 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.
Participant 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 | $29,854 | $42,383-29.6% | $76,523-61.0% | $64,186-53.5% |
| Participation rate | 16.0% | 58.1%-42.1pp | 68.0%-52.0pp | 69.6%-53.6pp |
| Annual return | -7.97% | -16.54%+8.6pp | -0.27%-7.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $582 | $2,566-77.3% | $3,835-84.8% | $3,470-83.2% |
| Admin fee / account holder | $2,875 | $3,198-10.1% | $4,848-40.7% | $4,888-41.2% |