Filed November 29, 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 | $229,130 | $67,331+240.3% | $60,874+276.4% | $134,475+70.4% |
| Participation rate | 53.3% | 76.2%-22.8pp | 73.1%-19.8pp | 81.2%-27.9pp |
| Annual return | -14.72% | 49.93%-64.7pp | 16.90%-31.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $10,462 | $3,096+237.9% | $2,701+287.3% | $4,740+120.7% |
| Participant deferral / active EE | $10,446 | $4,538+130.2% | $3,817+173.7% | $6,400+63.2% |
| Admin fee / account holder | $9,221 | $4,582+101.3% | $3,224+186.0% | $11,426-19.3% |