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 | $22,298 | $43,723-49.0% | $121,196-81.6% | $64,186-65.3% |
| Participation rate | 47.9% | 58.3%-10.4pp | 71.7%-23.8pp | 69.6%-21.7pp |
| Annual return | -7.60% | 68.91%-76.5pp | 16.93%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $999 | $1,296-22.9% | $4,022-75.2% | $2,381-58.0% |
| Participant deferral / active EE | $1,296 | $2,280-43.1% | $3,344-61.2% | $3,470-62.6% |
| Admin fee / account holder | $571 | $3,501-83.7% | $5,019-88.6% | $4,888-88.3% |