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 | $129,306 | $72,277+78.9% | $101,248+27.7% | $79,858+61.9% |
| Participation rate | 26.1% | 68.5%-42.4pp | 75.8%-49.7pp | 69.6%-43.5pp |
| Annual return | 13.63% | 22.30%-8.7pp | 46.47%-32.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,744 | $3,282-46.9% | $4,370-60.1% | $3,740-53.4% |
| Admin fee / account holder | $11,155 | $4,400+153.5% | $5,945+87.6% | $5,306+110.2% |