Filed January 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 8-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 | $42,039 | $101,317-58.5% | $146,958-71.4% | $74,495-43.6% |
| Participation rate | 24.4% | 75.5%-51.1pp | 82.2%-57.7pp | 67.2%-42.8pp |
| Annual return | 27.77% | 8730.91%-8703.1pp | 418.34%-390.6pp | 1364.94%-1337.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,738 | $7,303-76.2% | $8,070-78.5% | $4,346-60.0% |
| Admin fee / account holder | $946 | $1,739-45.6% | $12,998-92.7% | $1,942-51.3% |