Filed May 7, 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 | $81,737 | $76,552+6.8% | $123,892-34.0% | $62,891+30.0% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 12.34% | 18.68%-6.3pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $1,148 | $2,883-60.2% | $4,617-75.1% | $2,281-49.7% |
| Participant deferral / active EE | $6,049 | $4,840+25.0% | $5,984+1.1% | $3,203+88.9% |
| Admin fee / account holder | $4,992 | $4,826+3.4% | $8,357-40.3% | $4,296+16.2% |