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 | $73,356 | $60,165+21.9% | $74,183-1.1% | $55,167+33.0% |
| Participation rate | 66.1% | 74.2%-8.1pp | 76.6%-10.5pp | 69.0%-2.9pp |
| Annual return | 8.13% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,466 | $1,600-8.4% | $2,370-38.2% | $1,963-25.3% |
| Participant deferral / active EE | $2,005 | $2,973-32.5% | $3,550-43.5% | $3,054-34.3% |
| Admin fee / account holder | $1,709 | $419+307.5% | $5,586-69.4% | $504+239.1% |