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 | $104,603 | $78,422+33.4% | $95,952+9.0% | $79,858+31.0% |
| Participation rate | 55.7% | 73.5%-17.8pp | 77.1%-21.4pp | 69.6%-14.0pp |
| Annual return | 10.69% | 19.37%-8.7pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $754 | $1,945-61.2% | $2,541-70.3% | $2,471-69.5% |
| Participant deferral / active EE | $3,186 | $3,440-7.4% | $4,167-23.6% | $3,740-14.8% |
| Admin fee / account holder | $9,871 | $5,622+75.6% | $6,795+45.3% | $5,306+86.0% |