Filed May 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 | $58,849 | $228,332-74.2% | $185,823-68.3% | $158,922-63.0% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 13.23% | 40.80%-27.6pp | 35.95%-22.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $780 | $4,967-84.3% | $4,087-80.9% | $4,761-83.6% |
| Participant deferral / active EE | $2,285 | $6,415-64.4% | $5,632-59.4% | $5,982-61.8% |
| Admin fee / account holder | $18,270 | $11,864+54.0% | $9,500+92.3% | $11,246+62.5% |