Filed May 24, 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 | $65,097 | $65,395-0.5% | $182,532-64.3% | $72,985-10.8% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 69.5%-19.5pp |
| Annual return | 25.41% | 27.68%-2.3pp | 148.54%-123.1pp | 81.00%-55.6pp |
| Employer contribution / active EE | $362 | $1,911-81.1% | $4,076-91.1% | $2,440-85.2% |
| Participant deferral / active EE | $886 | $3,563-75.1% | $5,524-84.0% | $3,607-75.4% |
| Admin fee / account holder | $4,308 | $4,245+1.5% | $8,592-49.9% | $5,124-15.9% |