Filed June 8, 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 | $66,204 | $65,365+1.3% | $92,893-28.7% | $72,985-9.3% |
| Participation rate | 20.0% | 68.3%-48.3pp | 76.0%-56.0pp | 69.5%-49.5pp |
| Annual return | 22.89% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $745 | $3,128-76.2% | $4,236-82.4% | $3,607-79.3% |
| Admin fee / account holder | $14,698 | $4,251+245.7% | $5,794+153.7% | $5,124+186.8% |