Filed March 15, 2005 (most recent of 2 filings on file)
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 | $125,273 | $110,257+13.6% | $96,544+29.8% | $139,434-10.2% |
| Participation rate | 35.7% | 78.1%-42.4pp | 76.0%-40.2pp | 80.3%-44.6pp |
| Annual return | 14.73% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,603 | $3,620-28.1% | $2,965-12.2% | $4,751-45.2% |
| Participant deferral / active EE | $3,362 | $5,548-39.4% | $4,851-30.7% | $6,710-49.9% |
| Admin fee / account holder | $59,284 | $11,591+411.5% | $8,252+618.4% | $11,403+419.9% |