Filed November 19, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $96,859 | $45,343+113.6% | $150,298-35.6% | $67,986+42.5% |
| Participation rate | 46.7% | 51.9%-5.1pp | 77.8%-31.0pp | 57.2%-10.5pp |
| Annual return | 12.76% | 33.28%-20.5pp | 62.79%-50.0pp | 31.67%-18.9pp |
| Employer contribution / active EE | $938 | $1,462-35.8% | $4,154-77.4% | $2,019-53.5% |
| Participant deferral / active EE | $2,027 | $2,055-1.4% | $5,453-62.8% | $3,358-39.6% |
| Admin fee / account holder | $3,650 | $2,250+62.2% | $14,116-74.1% | $3,203+14.0% |