Filed February 14, 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 | $71,262 | $78,422-9.1% | $95,952-25.7% | $79,858-10.8% |
| Participation rate | 36.4% | 73.5%-37.1pp | 77.1%-40.7pp | 69.6%-33.3pp |
| Annual return | 13.53% | 19.37%-5.8pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $965 | $1,945-50.4% | $2,541-62.0% | $2,471-60.9% |
| Participant deferral / active EE | $1,639 | $3,440-52.4% | $4,167-60.7% | $3,740-56.2% |
| Admin fee / account holder | $12,918 | $5,622+129.8% | $6,795+90.1% | $5,306+143.4% |