Filed November 9, 2005 (most recent of 2 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 | $76,377 | $57,281+33.3% | $86,612-11.8% | $75,163+1.6% |
| Participation rate | 52.8% | 63.2%-10.4pp | 71.7%-18.9pp | 67.2%-14.4pp |
| Annual return | 15.91% | 2670.75%-2654.8pp | 591.07%-575.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,981 | $2,314+28.8% | $3,022-1.4% | $2,670+11.6% |
| Participant deferral / active EE | $3,024 | $3,318-8.8% | $4,438-31.9% | $4,125-26.7% |
| Admin fee / account holder | $1,474 | $4,112-64.1% | $5,614-73.7% | $5,651-73.9% |