Filed April 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 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 | $73,858 | $42,894+72.2% | $60,874+21.3% | $68,494+7.8% |
| Participation rate | 63.6% | 66.8%-3.2pp | 73.1%-9.5pp | 67.9%-4.3pp |
| Annual return | -9.18% | -13.98%+4.8pp | 16.90%-26.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $3,129 | $1,978+58.2% | $2,701+15.8% | $2,596+20.5% |
| Participant deferral / active EE | $4,164 | $2,867+45.3% | $3,817+9.1% | $4,027+3.4% |
| Admin fee / account holder | $2,169 | $3,101-30.1% | $3,224-32.7% | $5,403-59.9% |