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 | $63,005 | $53,777+17.2% | $134,143-53.0% | $79,858-21.1% |
| Participation rate | 50.0% | 58.8%-8.8pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | 16.90% | 19.01%-2.1pp | 36.33%-19.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,113 | $1,321-15.8% | $3,704-70.0% | $2,471-55.0% |
| Participant deferral / active EE | $2,164 | $2,420-10.6% | $3,499-38.2% | $3,740-42.1% |
| Admin fee / account holder | $6,814 | $3,984+71.0% | $6,684+1.9% | $5,306+28.4% |