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 | $35,612 | $46,674-23.7% | $117,472-69.7% | $68,494-48.0% |
| Participation rate | 22.5% | 56.8%-34.2pp | 70.6%-48.1pp | 67.9%-45.4pp |
| Annual return | -17.35% | -14.52%-2.8pp | 29.74%-47.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $872 | $1,505-42.0% | $4,176-79.1% | $2,596-66.4% |
| Participant deferral / active EE | $998 | $2,636-62.2% | $4,070-75.5% | $4,027-75.2% |
| Admin fee / account holder | $5,030 | $4,020+25.1% | $5,645-10.9% | $5,403-6.9% |