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 | $144,693 | $48,795+196.5% | $65,493+120.9% | $84,808+70.6% |
| Participation rate | 68.1% | 67.0%+1.1pp | 73.1%-5.0pp | 68.3%-0.3pp |
| Annual return | 20.75% | 20.20%+0.5pp | 982.45%-961.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,367 | $1,930+22.7% | $2,574-8.0% | $2,631-10.0% |
| Participant deferral / active EE | $5,161 | $2,928+76.2% | $3,961+30.3% | $4,212+22.5% |
| Admin fee / account holder | $4,230 | $3,877+9.1% | $5,028-15.9% | $7,344-42.4% |