Filed June 16, 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 | $192,068 | $167,484+14.7% | $151,611+26.7% | $134,475+42.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -20.28% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,864 | $6,829-72.7% | $6,166-69.8% | $4,740-60.7% |
| Participant deferral / active EE | $1,982 | $8,986-77.9% | $8,363-76.3% | $6,400-69.0% |
| Admin fee / account holder | $3,252 | $13,783-76.4% | $11,616-72.0% | $11,426-71.5% |