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 | $88,285 | $59,839+47.5% | $81,983+7.7% | $79,858+10.6% |
| Participation rate | 61.0% | 61.6%-0.6pp | 69.2%-8.2pp | 69.6%-8.6pp |
| Annual return | 10.39% | 17.56%-7.2pp | 41.31%-30.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,637 | $1,713-4.5% | $2,498-34.5% | $2,471-33.8% |
| Participant deferral / active EE | $3,918 | $2,695+45.4% | $3,722+5.3% | $3,740+4.8% |
| Admin fee / account holder | $24,142 | $4,287+463.1% | $5,664+326.3% | $5,306+355.0% |