Filed November 9, 2005 (most recent of 3 filings on file)
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 | $34,524 | $67,606-48.9% | $82,313-58.1% | $70,131-50.8% |
| Participation rate | 56.5% | 72.8%-16.3pp | 76.9%-20.4pp | 69.5%-13.1pp |
| Annual return | 14.92% | 21.57%-6.6pp | 25.88%-11.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $586 | $1,755-66.6% | $2,428-75.9% | $2,342-75.0% |
| Participant deferral / active EE | $2,431 | $2,987-18.6% | $3,706-34.4% | $3,332-27.0% |
| Admin fee / account holder | $2,664 | $4,512-41.0% | $5,608-52.5% | $4,645-42.6% |