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 | $34,710 | $49,173-29.4% | $121,098-71.3% | $75,163-53.8% |
| Participation rate | 61.0% | 55.4%+5.6pp | 69.5%-8.5pp | 67.2%-6.2pp |
| Annual return | 20.58% | 55.99%-35.4pp | 985.75%-965.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,442 | $1,546-6.7% | $4,164-65.4% | $2,670-46.0% |
| Participant deferral / active EE | $1,935 | $2,628-26.3% | $4,080-52.6% | $4,125-53.1% |
| Admin fee / account holder | $1,194 | $3,942-69.7% | $5,644-78.8% | $5,651-78.9% |