Filed January 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 | $40,365 | $71,883-43.8% | $86,677-53.4% | $68,494-41.1% |
| Participation rate | 60.7% | 72.2%-11.5pp | 76.6%-15.9pp | 67.9%-7.2pp |
| Annual return | -11.45% | 3.52%-15.0pp | 35.91%-47.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $695 | $2,173-68.0% | $2,836-75.5% | $2,596-73.2% |
| Participant deferral / active EE | $1,830 | $3,779-51.6% | $4,656-60.7% | $4,027-54.6% |
| Admin fee / account holder | $929 | $6,112-84.8% | $7,493-87.6% | $5,403-82.8% |