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 | $57,592 | $41,377+39.2% | $109,313-47.3% | $62,891-8.4% |
| Participation rate | 57.7% | 57.5%+0.2pp | 71.3%-13.6pp | 69.3%-11.6pp |
| Annual return | 6.54% | 11.05%-4.5pp | 22.07%-15.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $251 | $1,276-80.3% | $3,892-93.6% | $2,281-89.0% |
| Participant deferral / active EE | $3,030 | $2,045+48.2% | $3,166-4.3% | $3,203-5.4% |
| Admin fee / account holder | $630 | $2,884-78.2% | $5,666-88.9% | $4,296-85.3% |