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 | $125,425 | $60,892+106.0% | $82,389+52.2% | $84,808+47.9% |
| Participation rate | 63.6% | 63.3%+0.4pp | 69.5%-5.9pp | 68.3%-4.7pp |
| Annual return | 16.02% | 37.29%-21.3pp | 28.67%-12.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,017 | $1,779+182.0% | $2,517+99.3% | $2,631+90.7% |
| Participant deferral / active EE | $5,289 | $3,179+66.4% | $4,155+27.3% | $4,212+25.6% |
| Admin fee / account holder | $12,282 | $5,467+124.6% | $7,231+69.9% | $7,344+67.2% |