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 | $44,192 | $43,327+2.0% | $59,878-26.2% | $64,186-31.1% |
| Participation rate | 68.8% | 69.2%-0.4pp | 74.7%-5.9pp | 69.6%-0.8pp |
| Annual return | 8.06% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.4pp |
| Employer contribution / active EE | $755 | $2,028-62.8% | $2,722-72.2% | $2,381-68.3% |
| Participant deferral / active EE | $2,725 | $2,546+7.1% | $3,402-19.9% | $3,470-21.4% |
| Admin fee / account holder | $32,735 | $3,005+989.3% | $3,590+811.8% | $4,888+569.7% |