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 | $36,593 | $52,279-30.0% | $89,391-59.1% | $79,858-54.2% |
| Participation rate | 14.3% | 57.5%-43.3pp | 68.0%-53.7pp | 69.6%-55.3pp |
| Annual return | 13.74% | 22.16%-8.4pp | 245.62%-231.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $563 | $2,740-79.5% | $3,890-85.5% | $3,740-85.0% |
| Admin fee / account holder | $17,440 | $3,356+419.6% | $4,881+257.3% | $5,306+228.7% |