Filed July 11, 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 7-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 | $110,884 | $54,762+102.5% | $90,281+22.8% | $72,985+51.9% |
| Participation rate | 54.0% | 65.1%-11.1pp | 73.3%-19.3pp | 69.5%-15.5pp |
| Annual return | 18.16% | 30.63%-12.5pp | 78.10%-59.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,890 | $2,887+69.4% | $3,885+25.9% | $3,607+35.6% |
| Admin fee / account holder | $8,656 | $3,972+117.9% | $5,351+61.8% | $5,124+68.9% |