Filed April 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,327 | $82,523+185.2% | $115,752+103.3% | $70,131+235.6% |
| Participation rate | 67.0% | 74.0%-7.0pp | 77.8%-10.7pp | 69.5%-2.5pp |
| Annual return | 15.93% | 28.22%-12.3pp | 19.41%-3.5pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,241 | $2,758+17.5% | $3,492-7.2% | $2,342+38.3% |
| Participant deferral / active EE | $2,304 | $4,062-43.3% | $5,204-55.7% | $3,332-30.8% |
| Admin fee / account holder | $7,064 | $4,552+55.2% | $6,278+12.5% | $4,645+52.1% |