Filed March 4, 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 | $93,585 | $86,655+8.0% | $119,609-21.8% | $66,914+39.9% |
| Participation rate | 65.5% | 75.6%-10.0pp | 79.3%-13.7pp | 69.8%-4.3pp |
| Annual return | 41.47% | -8.00%+49.5pp | -14.97%+56.4pp | 1.58%+39.9pp |
| Employer contribution / active EE | $1,136 | $2,536-55.2% | $4,232-73.2% | $2,544-55.4% |
| Participant deferral / active EE | $2,009 | $4,358-53.9% | $5,602-64.1% | $4,237-52.6% |
| Admin fee / account holder | $10,973 | $755+1353.9% | $10,323+6.3% | $593+1749.6% |