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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,949 | $54,350+440.8% | $82,719+255.4% | $68,494+329.2% |
| Participation rate | 7.4% | 63.9%-56.5pp | 72.6%-65.1pp | 67.9%-60.5pp |
| Annual return | -12.50% | -13.67%+1.2pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,582 | $3,246+256.8% | $4,395+163.5% | $4,027+187.6% |
| Admin fee / account holder | $6,801 | $4,395+54.7% | $5,329+27.6% | $5,403+25.9% |