Filed February 10, 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 | $53,083 | $56,199-5.5% | $67,652-21.5% | $59,632-11.0% |
| Participation rate | 69.4% | 71.5%-2.1pp | 75.7%-6.3pp | 68.7%+0.7pp |
| Annual return | -0.95% | 18505.31%-18506.3pp | 6625.04%-6626.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,243 | $1,614-23.0% | $2,266-45.1% | $2,203-43.6% |
| Participant deferral / active EE | $2,689 | $2,844-5.4% | $3,560-24.5% | $3,192-15.7% |
| Admin fee / account holder | $5,194 | $3,958+31.2% | $4,821+7.7% | $4,297+20.9% |