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 | $125,146 | $86,929+44.0% | $102,423+22.2% | $80,856+54.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 10.95% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $823 | $2,369-65.3% | $3,023-72.8% | $2,755-70.1% |
| Participant deferral / active EE | $3,305 | $4,118-19.8% | $5,053-34.6% | $4,296-23.1% |
| Admin fee / account holder | $14,162 | $8,049+75.9% | $9,451+49.9% | $6,918+104.7% |