Filed September 29, 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 | $116,254 | $60,022+93.7% | $88,946+30.7% | $84,808+37.1% |
| Participation rate | 65.8% | 57.8%+7.9pp | 68.8%-3.1pp | 68.3%-2.6pp |
| Annual return | 17.24% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,640 | $1,703+113.8% | $2,555+42.5% | $2,631+38.3% |
| Participant deferral / active EE | $3,176 | $3,114+2.0% | $4,581-30.7% | $4,212-24.6% |
| Admin fee / account holder | $1,046 | $4,811-78.3% | $8,261-87.3% | $7,344-85.8% |