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 | $81,298 | $58,208+39.7% | $81,812-0.6% | $80,856+0.5% |
| Participation rate | 63.3% | 63.4%-0.1pp | 72.3%-9.0pp | 67.6%-4.3pp |
| Annual return | 12.61% | 41.66%-29.1pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,100 | $2,340+117.9% | $2,912+75.1% | $2,755+85.1% |
| Participant deferral / active EE | $5,387 | $3,281+64.2% | $4,319+24.7% | $4,296+25.4% |
| Admin fee / account holder | $14,260 | $4,981+186.3% | $7,386+93.1% | $6,918+106.1% |