Filed August 8, 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 | $98,081 | $52,681+86.2% | $75,781+29.4% | $59,632+64.5% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.8%-15.8pp | 68.7%-8.7pp |
| Annual return | -2.14% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,829 | $2,193+29.0% | $3,323-14.9% | $2,203+28.5% |
| Participant deferral / active EE | $2,840 | $2,591+9.6% | $3,651-22.2% | $3,192-11.0% |
| Admin fee / account holder | $2,663 | $3,610-26.2% | $5,299-49.7% | $4,297-38.0% |