Filed May 5, 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 | $54,298 | $27,243+99.3% | $52,425+3.6% | $79,634-31.8% |
| Participation rate | 19.6% | 22.4%-2.9pp | 55.6%-36.1pp | 62.5%-42.9pp |
| Annual return | 15.33% | 63.36%-48.0pp | 302.12%-286.8pp | 36.46%-21.1pp |
| Employer contribution / active EE | $460 | $319+44.2% | $914-49.7% | $2,529-81.8% |
| Participant deferral / active EE | $898 | $636+41.3% | $1,790-49.8% | $3,835-76.6% |
| Admin fee / account holder | $1,888 | $2,105-10.3% | $2,495-24.3% | $1,002+88.4% |