Filed February 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.
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 | $128,150 | $67,411+90.1% | $91,001+40.8% | $70,131+82.7% |
| Participation rate | 68.3% | 71.4%-3.0pp | 75.6%-7.3pp | 69.5%-1.2pp |
| Annual return | 19.09% | -40.16%+59.3pp | 4.60%+14.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $195 | $1,786-89.1% | $2,456-92.1% | $2,342-91.7% |
| Participant deferral / active EE | $2,506 | $2,823-11.2% | $3,547-29.3% | $3,332-24.8% |
| Admin fee / account holder | $6,773 | $4,236+59.9% | $5,417+25.0% | $4,645+45.8% |