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 | $30,588+77.5% | $53,898+0.7% | $85,563-36.5% |
| Participation rate | 19.6% | 26.3%-6.8pp | 55.0%-35.4pp | 66.0%-46.4pp |
| Annual return | 15.33% | 50.42%-35.1pp | 528.60%-513.3pp | 31.51%-16.2pp |
| Employer contribution / active EE | $460 | $436+5.6% | $932-50.6% | $2,654-82.7% |
| Participant deferral / active EE | $898 | $848+5.9% | $1,826-50.8% | $4,375-79.5% |
| Admin fee / account holder | $1,888 | $1,879+0.5% | $2,491-24.2% | $834+126.3% |