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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,497 | $77,164+13.4% | $178,014-50.8% | $80,874+8.2% |
| Participation rate | 47.6% | 65.7%-18.1pp | 77.1%-29.5pp | 67.6%-20.0pp |
| Annual return | 12.93% | 18.09%-5.2pp | 294.80%-281.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,917 | $4,408-33.8% | $6,276-53.5% | $4,297-32.1% |
| Admin fee / account holder | $26,325 | $7,164+267.5% | $10,362+154.1% | $6,935+279.6% |