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 | $104,010 | $78,422+32.6% | $95,952+8.4% | $79,858+30.2% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.8pp |
| Annual return | 20.40% | 19.37%+1.0pp | 91.61%-71.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $499 | $1,945-74.3% | $2,541-80.3% | $2,471-79.8% |
| Participant deferral / active EE | $3,836 | $3,440+11.5% | $4,167-7.9% | $3,740+2.6% |
| Admin fee / account holder | $485 | $5,622-91.4% | $6,795-92.9% | $5,306-90.9% |