Filed August 8, 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 | $70,931 | $53,018+33.8% | $70,014+1.3% | $62,891+12.8% |
| Participation rate | 69.5% | 67.2%+2.3pp | 71.8%-2.3pp | 69.3%+0.2pp |
| Annual return | 5.10% | 13.35%-8.2pp | 12.99%-7.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $733 | $1,799-59.3% | $2,338-68.7% | $2,281-67.9% |
| Participant deferral / active EE | $1,705 | $2,395-28.8% | $2,931-41.8% | $3,203-46.8% |
| Admin fee / account holder | $6,989 | $3,690+89.4% | $4,380+59.6% | $4,296+62.7% |