Filed May 5, 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 3-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 | $64,666 | $53,053+21.9% | $126,539-48.9% | $74,304-13.0% |
| Participation rate | 29.7% | 48.0%-18.3pp | 69.8%-40.1pp | 60.3%-30.6pp |
| Annual return | 14.67% | 29.46%-14.8pp | 425.95%-411.3pp | 29.43%-14.8pp |
| Employer contribution / active EE | $565 | $1,168-51.6% | $3,674-84.6% | $2,241-74.8% |
| Participant deferral / active EE | $1,518 | $2,303-34.1% | $4,083-62.8% | $3,767-59.7% |
| Admin fee / account holder | $10,604 | $3,698+186.8% | $6,065+74.9% | $2,969+257.2% |