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 | $95,803+48.7% | $113,168+25.9% | $84,808+67.9% |
| Participation rate | 63.3% | 72.9%-9.5pp | 76.6%-13.2pp | 68.3%-5.0pp |
| Annual return | 11.74% | 25.00%-13.3pp | 24.27%-12.5pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,021 | $2,360+28.0% | $2,975+1.5% | $2,631+14.8% |
| Participant deferral / active EE | $6,710 | $4,242+58.2% | $5,107+31.4% | $4,212+59.3% |
| Admin fee / account holder | $4,884 | $8,989-45.7% | $12,068-59.5% | $7,344-33.5% |