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 | $67,285 | $60,022+12.1% | $88,946-24.4% | $84,808-20.7% |
| Participation rate | 12.5% | 57.8%-45.3pp | 68.8%-56.3pp | 68.3%-55.8pp |
| Annual return | 13.83% | 22.43%-8.6pp | 57.82%-44.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,239 | $3,114-60.2% | $4,581-73.0% | $4,212-70.6% |
| Admin fee / account holder | $605 | $4,811-87.4% | $8,261-92.7% | $7,344-91.8% |