Filed May 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.
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 | $17,963 | $65,409-72.5% | $98,442-81.8% | $85,850-79.1% |
| Participation rate | 25.9% | 65.0%-39.1pp | 73.3%-47.4pp | 69.3%-43.4pp |
| Annual return | 13.53% | 21.76%-8.2pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $612 | $2,168-71.8% | $2,960-79.3% | $2,565-76.2% |
| Participant deferral / active EE | $830 | $3,166-73.8% | $4,276-80.6% | $3,952-79.0% |
| Admin fee / account holder | $963 | $4,593-79.0% | $5,949-83.8% | $6,260-84.6% |