Filed February 20, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,148 | $111,724+148.1% | $93,606+196.1% | $145,922+89.9% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.6pp |
| Annual return | 11.94% | 202.98%-191.0pp | 133.20%-121.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,212 | $3,090-28.4% | $2,420-8.6% | $4,660-52.5% |
| Participant deferral / active EE | $3,913 | $4,912-20.3% | $4,411-11.3% | $6,688-41.5% |
| Admin fee / account holder | $11,440 | $10,250+11.6% | $8,285+38.1% | $13,397-14.6% |