Filed February 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,433 | $95,453+49.2% | $112,040+27.1% | $82,448+72.8% |
| Participation rate | 63.3% | 72.8%-9.4pp | 76.5%-13.2pp | 68.1%-4.7pp |
| Annual return | 11.74% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $3,021 | $2,318+30.3% | $2,954+2.3% | $2,551+18.4% |
| Participant deferral / active EE | $6,710 | $4,224+58.9% | $5,098+31.6% | $4,139+62.1% |
| Admin fee / account holder | $4,884 | $9,013-45.8% | $12,098-59.6% | $7,234-32.5% |