Filed July 6, 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 | $67,604 | $45,035+50.1% | $62,995+7.3% | $70,131-3.6% |
| Participation rate | 68.0% | 69.5%-1.5pp | 74.8%-6.8pp | 69.5%-1.5pp |
| Annual return | 13.39% | 18.76%-5.4pp | 87.57%-74.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,056 | $2,051-48.5% | $2,759-61.7% | $2,342-54.9% |
| Participant deferral / active EE | $3,535 | $2,465+43.4% | $3,329+6.2% | $3,332+6.1% |
| Admin fee / account holder | $773 | $2,834-72.7% | $3,600-78.5% | $4,645-83.4% |