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 | $53,869 | $46,869+14.9% | $122,332-56.0% | $70,131-23.2% |
| Participation rate | 55.8% | 58.2%-2.4pp | 71.6%-15.8pp | 69.5%-13.7pp |
| Annual return | 14.93% | 24.22%-9.3pp | 30.27%-15.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,335 | $1,288+3.6% | $4,050-67.0% | $2,342-43.0% |
| Participant deferral / active EE | $2,226 | $2,166+2.7% | $3,287-32.3% | $3,332-33.2% |
| Admin fee / account holder | $7,660 | $3,322+130.5% | $5,478+39.8% | $4,645+64.9% |