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 | $99,032 | $88,083+12.4% | $164,813-39.9% | $74,495+32.9% |
| Participation rate | 51.4% | 73.0%-21.6pp | 78.6%-27.2pp | 67.2%-15.8pp |
| Annual return | 11.74% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,874 | $2,593-27.7% | $4,341-56.8% | $2,623-28.5% |
| Participant deferral / active EE | $3,346 | $4,498-25.6% | $6,031-44.5% | $4,346-23.0% |
| Admin fee / account holder | $34,429 | $2,234+1441.4% | $12,690+171.3% | $1,942+1673.1% |