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 | $122,994 | $76,367+61.1% | $93,606+31.4% | $72,985+68.5% |
| Participation rate | 56.8% | 71.7%-15.0pp | 75.8%-19.1pp | 69.5%-12.7pp |
| Annual return | 21.31% | 25.82%-4.5pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $153 | $2,275-93.3% | $2,718-94.4% | $2,440-93.7% |
| Participant deferral / active EE | $1,956 | $3,538-44.7% | $4,069-51.9% | $3,607-45.8% |
| Admin fee / account holder | $18,048 | $6,838+163.9% | $7,888+128.8% | $5,124+252.2% |