Filed March 1, 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 7-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 | $35,301 | $61,052-42.2% | $142,863-75.3% | $79,386-55.5% |
| Participation rate | 65.6% | 60.1%+5.5pp | 71.9%-6.3pp | 70.7%-5.1pp |
| Annual return | 17.96% | 16.02%+1.9pp | 5637.54%-5619.6pp | 116.85%-98.9pp |
| Employer contribution / active EE | $2,173 | $1,481+46.8% | $4,144-47.5% | $2,427-10.5% |
| Participant deferral / active EE | $2,825 | $2,879-1.9% | $3,837-26.4% | $4,046-30.2% |
| Admin fee / account holder | $558 | $659-15.4% | $6,560-91.5% | $626-11.0% |