Filed July 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 | $45,190 | $80,968-44.2% | $96,544-53.2% | $75,163-39.9% |
| Participation rate | 57.1% | 71.8%-14.6pp | 76.0%-18.8pp | 67.2%-10.0pp |
| Annual return | 13.41% | 27.06%-13.7pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,132 | $3,928-45.7% | $4,851-56.1% | $4,125-48.3% |
| Admin fee / account holder | $4,193 | $6,724-37.6% | $8,252-49.2% | $5,651-25.8% |