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.
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 | $59,968 | $57,016+5.2% | $84,966-29.4% | $80,856-25.8% |
| Participation rate | 9.1% | 56.3%-47.3pp | 67.5%-58.4pp | 67.6%-58.5pp |
| Annual return | 12.16% | 21.66%-9.5pp | 66.38%-54.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,073 | $3,110-65.5% | $4,519-76.3% | $4,296-75.0% |
| Admin fee / account holder | $535 | $4,980-89.3% | $6,149-91.3% | $6,918-92.3% |