Filed February 15, 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 4-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,991 | $159,602+81.1% | $150,045+92.6% | $142,382+103.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 14.72% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,307 | $4,961-53.5% | $4,693-50.8% | $4,299-46.3% |
| Participant deferral / active EE | $4,535 | $8,310-45.4% | $7,997-43.3% | $6,507-30.3% |
| Admin fee / account holder | $1,260 | $14,846-91.5% | $13,435-90.6% | $12,624-90.0% |