Filed January 7, 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 | $29,212 | $65,395-55.3% | $182,532-84.0% | $72,985-60.0% |
| Participation rate | 35.0% | 65.4%-30.4pp | 78.0%-43.0pp | 69.5%-34.5pp |
| Annual return | 20.98% | 27.68%-6.7pp | 148.54%-127.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,507 | $3,563-57.7% | $5,524-72.7% | $3,607-58.2% |
| Admin fee / account holder | $3,656 | $4,245-13.9% | $8,592-57.5% | $5,124-28.7% |