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 | $57,175 | $43,723+30.8% | $121,196-52.8% | $64,186-10.9% |
| Participation rate | 61.4% | 58.3%+3.0pp | 71.7%-10.4pp | 69.6%-8.2pp |
| Annual return | -4.69% | 68.91%-73.6pp | 16.93%-21.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,563 | $1,296+20.6% | $4,022-61.1% | $2,381-34.4% |
| Participant deferral / active EE | $2,832 | $2,280+24.2% | $3,344-15.3% | $3,470-18.4% |
| Admin fee / account holder | $3,602 | $3,501+2.9% | $5,019-28.2% | $4,888-26.3% |