Filed March 2, 2005 (most recent of 2 filings on file)
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 | $148,955 | $72,492+105.5% | $87,100+71.0% | $72,985+104.1% |
| Participation rate | 60.3% | 72.8%-12.5pp | 76.9%-16.6pp | 69.5%-9.2pp |
| Annual return | 19.43% | 24.46%-5.0pp | 28.19%-8.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,529 | $1,894-19.3% | $2,521-39.3% | $2,440-37.3% |
| Participant deferral / active EE | $3,089 | $3,270-5.5% | $4,049-23.7% | $3,607-14.4% |
| Admin fee / account holder | $12,398 | $5,055+145.3% | $7,497+65.4% | $5,124+141.9% |