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 | $93,472 | $86,286+8.3% | $111,297-16.0% | $85,850+8.9% |
| Participation rate | 61.3% | 73.3%-12.1pp | 77.3%-16.1pp | 69.3%-8.1pp |
| Annual return | 11.95% | 19.99%-8.0pp | 54.65%-42.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $935 | $2,043-54.3% | $2,731-65.8% | $2,565-63.6% |
| Participant deferral / active EE | $3,743 | $3,641+2.8% | $4,487-16.6% | $3,952-5.3% |
| Admin fee / account holder | $16,905 | $8,188+106.5% | $7,964+112.3% | $6,260+170.1% |