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 | $60,490 | $27,243+122.0% | $52,425+15.4% | $79,634-24.0% |
| Participation rate | 12.8% | 22.4%-9.6pp | 55.6%-42.8pp | 62.5%-49.7pp |
| Annual return | 16.97% | 63.36%-46.4pp | 302.12%-285.2pp | 36.46%-19.5pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $466 | $636-26.6% | $1,790-73.9% | $3,835-87.8% |
| Admin fee / account holder | $2,155 | $2,105+2.4% | $2,495-13.6% | $1,002+115.1% |