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 | $11,795 | $54,350-78.3% | $82,719-85.7% | $68,494-82.8% |
| Participation rate | 36.8% | 63.9%-27.2pp | 72.6%-35.8pp | 67.9%-31.1pp |
| Annual return | -11.06% | -13.67%+2.6pp | 701.18%-712.2pp | -7.84%-3.2pp |
| Employer contribution / active EE | $326 | $2,218-85.3% | $3,009-89.2% | $2,596-87.5% |
| Participant deferral / active EE | $755 | $3,246-76.7% | $4,395-82.8% | $4,027-81.2% |
| Admin fee / account holder | $1,393 | $4,395-68.3% | $5,329-73.9% | $5,403-74.2% |