Filed March 9, 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 | $59,526 | $45,566+30.6% | $64,105-7.1% | $59,632-0.2% |
| Participation rate | 58.0% | 60.2%-2.2pp | 68.2%-10.2pp | 68.7%-10.7pp |
| Annual return | -0.39% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,116 | $2,057-45.7% | $2,822-60.4% | $3,192-65.0% |
| Admin fee / account holder | $4,355 | $3,268+33.3% | $4,499-3.2% | $4,297+1.4% |