Filed November 9, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,698 | $127,777-25.9% | $106,548-11.1% | $167,490-43.5% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 8.81% | 33.87%-25.1pp | 26.80%-18.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,988 | $3,427-42.0% | $2,819-29.5% | $4,837-58.9% |
| Participant deferral / active EE | $2,805 | $5,087-44.9% | $4,398-36.2% | $6,341-55.8% |
| Admin fee / account holder | $2,445 | $11,228-78.2% | $7,407-67.0% | $12,309-80.1% |