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 | $26,914 | $48,570-44.6% | $130,648-79.4% | $72,985-63.1% |
| Participation rate | 46.7% | 58.6%-11.9pp | 71.7%-25.1pp | 69.5%-22.8pp |
| Annual return | 22.17% | 38.63%-16.5pp | 1708.96%-1686.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,245 | $1,334-6.7% | $4,092-69.6% | $2,440-49.0% |
| Participant deferral / active EE | $1,377 | $2,384-42.2% | $3,603-61.8% | $3,607-61.8% |
| Admin fee / account holder | $330 | $3,549-90.7% | $5,464-94.0% | $5,124-93.6% |