Filed January 4, 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 8-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 | $46,353 | $100,923-54.1% | $150,045-69.1% | $74,304-37.6% |
| Participation rate | 30.5% | 70.1%-39.5pp | 82.3%-51.8pp | 60.3%-29.8pp |
| Annual return | 19.31% | 51.77%-32.5pp | 62.55%-43.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,135 | $6,709-68.2% | $7,997-73.3% | $3,767-43.3% |
| Admin fee / account holder | $2,106 | $2,767-23.9% | $13,435-84.3% | $2,969-29.1% |