Filed August 10, 2005 (most recent of 3 filings on file)
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 | $71,648 | $110,094-34.9% | $151,611-52.7% | $68,494+4.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -14.17% | -10.12%-4.0pp | 3.33%-17.5pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,689 | $4,471-62.2% | $6,166-72.6% | $2,596-34.9% |
| Participant deferral / active EE | $3,886 | $6,527-40.5% | $8,363-53.5% | $4,027-3.5% |
| Admin fee / account holder | $13,154 | $7,719+70.4% | $11,616+13.2% | $5,403+143.5% |