Filed June 24, 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 | $73,750 | $61,789+19.4% | $97,167-24.1% | $80,874-8.8% |
| Participation rate | 64.5% | 63.5%+1.0pp | 72.7%-8.2pp | 67.6%-3.1pp |
| Annual return | 12.26% | -557.90%+570.2pp | 75.27%-63.0pp | 35.62%-23.4pp |
| Employer contribution / active EE | $619 | $1,837-66.3% | $2,729-77.3% | $2,756-77.5% |
| Participant deferral / active EE | $3,048 | $3,028+0.7% | $4,264-28.5% | $4,297-29.1% |
| Admin fee / account holder | $3,854 | $5,168-25.4% | $5,650-31.8% | $6,935-44.4% |