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 | $91,259 | $54,705+66.8% | $71,209+28.2% | $84,808+7.6% |
| Participation rate | 56.8% | 64.1%-7.3pp | 73.8%-17.0pp | 68.3%-11.6pp |
| Annual return | 15.49% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,994 | $2,158+85.1% | $2,721+46.8% | $2,631+51.8% |
| Participant deferral / active EE | $3,862 | $3,030+27.5% | $4,175-7.5% | $4,212-8.3% |
| Admin fee / account holder | $8,338 | $4,863+71.4% | $5,349+55.9% | $7,344+13.5% |