Filed December 10, 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 | $154,148 | $81,900+88.2% | $119,609+28.9% | $68,494+125.1% |
| Participation rate | 66.0% | 71.9%-5.9pp | 79.3%-13.3pp | 67.9%-1.9pp |
| Annual return | -10.58% | -23.82%+13.2pp | -14.97%+4.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $2,793 | $2,693+3.7% | $4,232-34.0% | $2,596+7.6% |
| Participant deferral / active EE | $5,165 | $4,148+24.5% | $5,602-7.8% | $4,027+28.2% |
| Admin fee / account holder | $20,583 | $6,582+212.7% | $10,323+99.4% | $5,403+281.0% |