Filed June 15, 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 | $154,098 | $84,556+82.2% | $116,228+32.6% | $74,304+107.4% |
| Participation rate | 43.3% | 66.0%-22.7pp | 74.6%-31.3pp | 60.3%-17.1pp |
| Annual return | 18.31% | 18.35%0pp | 90.06%-71.7pp | 29.43%-11.1pp |
| Employer contribution / active EE | $917 | $2,168-57.7% | $2,994-69.4% | $2,241-59.1% |
| Participant deferral / active EE | $3,601 | $3,814-5.6% | $4,953-27.3% | $3,767-4.4% |
| Admin fee / account holder | $13,232 | $3,792+249.0% | $11,989+10.4% | $2,969+345.7% |