Filed February 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,450 | $109,359-63.9% | $162,163-75.7% | $72,985-45.9% |
| Participation rate | 68.3% | 84.3%-15.9pp | 87.6%-19.2pp | 69.5%-1.2pp |
| Annual return | 16.51% | 25.46%-8.9pp | 115.59%-99.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $927 | $3,907-76.3% | $5,614-83.5% | $2,440-62.0% |
| Participant deferral / active EE | $2,571 | $5,481-53.1% | $7,298-64.8% | $3,607-28.7% |
| Admin fee / account holder | $2,587 | $7,972-67.6% | $10,843-76.1% | $5,124-49.5% |