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 | $67,413 | $46,869+43.8% | $122,332-44.9% | $70,131-3.9% |
| Participation rate | 55.6% | 58.2%-2.6pp | 71.6%-16.1pp | 69.5%-14.0pp |
| Annual return | 20.90% | 24.22%-3.3pp | 30.27%-9.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $683 | $1,288-47.0% | $4,050-83.1% | $2,342-70.8% |
| Participant deferral / active EE | $3,234 | $2,166+49.3% | $3,287-1.6% | $3,332-2.9% |
| Admin fee / account holder | $14,417 | $3,322+333.9% | $5,478+163.2% | $4,645+210.3% |