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 | $85,034 | $54,762+55.3% | $90,281-5.8% | $72,985+16.5% |
| Participation rate | 57.9% | 65.1%-7.3pp | 73.3%-15.4pp | 69.5%-11.6pp |
| Annual return | 22.49% | 30.63%-8.1pp | 78.10%-55.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,808 | $2,092-13.6% | $2,854-36.7% | $2,440-25.9% |
| Participant deferral / active EE | $5,822 | $2,887+101.7% | $3,885+49.9% | $3,607+61.4% |
| Admin fee / account holder | $7,955 | $3,972+100.3% | $5,351+48.7% | $5,124+55.2% |