Filed February 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,736 | $78,485-39.2% | $106,213-55.1% | $74,495-35.9% |
| Participation rate | 46.4% | 72.8%-26.5pp | 75.3%-28.9pp | 67.2%-20.8pp |
| Annual return | 7.64% | 15.95%-8.3pp | 116.14%-108.5pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $1 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,196 | $4,322-49.2% | $5,016-56.2% | $4,346-49.5% |
| Admin fee / account holder | $3,787 | $2,232+69.7% | $11,033-65.7% | $1,942+95.0% |