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 | $112,868 | $171,865-34.3% | $149,718-24.6% | $147,584-23.5% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 13.61% | 2113.22%-2099.6pp | 1501.63%-1488.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,595 | $6,275-74.6% | $5,445-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $2,863 | $7,271-60.6% | $6,569-56.4% | $5,439-47.4% |
| Admin fee / account holder | $2,948 | $13,799-78.6% | $11,283-73.9% | $10,885-72.9% |