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 | $107,270 | $71,883+49.2% | $86,677+23.8% | $68,494+56.6% |
| Participation rate | 65.8% | 72.2%-6.4pp | 76.6%-10.8pp | 67.9%-2.1pp |
| Annual return | -14.30% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $606 | $2,173-72.1% | $2,836-78.6% | $2,596-76.6% |
| Participant deferral / active EE | $5,972 | $3,779+58.0% | $4,656+28.3% | $4,027+48.3% |
| Admin fee / account holder | $1,020 | $6,112-83.3% | $7,493-86.4% | $5,403-81.1% |