Filed August 23, 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 | $100,146 | $55,706+79.8% | $75,886+32.0% | $72,985+37.2% |
| Participation rate | 63.8% | 61.1%+2.6pp | 69.3%-5.5pp | 69.5%-5.7pp |
| Annual return | 18.98% | 27.59%-8.6pp | 30.76%-11.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $3,229 | $1,687+91.5% | $2,500+29.2% | $2,440+32.4% |
| Participant deferral / active EE | $4,822 | $2,634+83.1% | $3,603+33.8% | $3,607+33.7% |
| Admin fee / account holder | $14,253 | $3,978+258.3% | $5,418+163.0% | $5,124+178.1% |