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 | $121,566 | $81,208+49.7% | $98,907+22.9% | $79,858+52.2% |
| Participation rate | 52.9% | 72.5%-19.6pp | 76.0%-23.2pp | 69.6%-16.8pp |
| Annual return | 12.19% | 60.99%-48.8pp | 196.43%-184.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $132 | $1,960-93.3% | $2,689-95.1% | $2,471-94.7% |
| Participant deferral / active EE | $1,773 | $3,265-45.7% | $4,244-58.2% | $3,740-52.6% |
| Admin fee / account holder | $4,180 | $6,013-30.5% | $6,642-37.1% | $5,306-21.2% |