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.
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 | $46,671 | $41,377+12.8% | $109,313-57.3% | $62,891-25.8% |
| Participation rate | 69.8% | 57.5%+12.2pp | 71.3%-1.5pp | 69.3%+0.5pp |
| Annual return | 6.77% | 11.05%-4.3pp | 22.07%-15.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,240 | $1,276-2.8% | $3,892-68.1% | $2,281-45.6% |
| Participant deferral / active EE | $1,968 | $2,045-3.8% | $3,166-37.8% | $3,203-38.6% |
| Admin fee / account holder | $2,542 | $2,884-11.9% | $5,666-55.1% | $4,296-40.8% |