Filed March 4, 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 | $90,169 | $82,978+8.7% | $129,995-30.6% | $71,457+26.2% |
| Participation rate | 61.7% | 74.1%-12.4pp | 78.5%-16.8pp | 67.9%-6.3pp |
| Annual return | 15.19% | 20.60%-5.4pp | -137.18%+152.4pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,698 | $2,622-35.2% | $4,320-60.7% | $2,588-34.4% |
| Participant deferral / active EE | $3,002 | $4,432-32.3% | $5,820-48.4% | $4,289-30.0% |
| Admin fee / account holder | $25,723 | $1,729+1387.8% | $10,614+142.3% | $1,587+1520.6% |