Filed February 1, 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.
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 | $75,760 | $72,492+4.5% | $87,100-13.0% | $72,985+3.8% |
| Participation rate | 65.1% | 72.8%-7.7pp | 76.9%-11.8pp | 69.5%-4.4pp |
| Annual return | 18.99% | 24.46%-5.5pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,022 | $1,894+6.8% | $2,521-19.8% | $2,440-17.1% |
| Participant deferral / active EE | $4,473 | $3,270+36.8% | $4,049+10.5% | $3,607+24.0% |
| Admin fee / account holder | $7,071 | $5,055+39.9% | $7,497-5.7% | $5,124+38.0% |