Filed May 7, 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 | $38,403 | $80,753-52.4% | $136,294-71.8% | $62,292-38.4% |
| Participation rate | 66.7% | 73.5%-6.9pp | 81.9%-15.3pp | 69.5%-2.8pp |
| Annual return | 26.90% | 35.83%-8.9pp | 5155.94%-5129.0pp | 28.90%-2.0pp |
| Employer contribution / active EE | $625 | $2,884-78.3% | $4,695-86.7% | $2,042-69.4% |
| Participant deferral / active EE | $4,522 | $5,164-12.4% | $6,247-27.6% | $3,169+42.7% |
| Admin fee / account holder | $1,201 | $525+128.6% | $9,243-87.0% | $479+150.6% |