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 | $165,858 | $73,867+124.5% | $143,757+15.4% | $68,494+142.1% |
| Participation rate | 68.4% | 66.7%+1.8pp | 80.3%-11.9pp | 67.9%+0.5pp |
| Annual return | -17.21% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,521 | $3,184-20.8% | $4,951-49.1% | $2,596-2.9% |
| Participant deferral / active EE | $6,475 | $3,384+91.3% | $5,637+14.9% | $4,027+60.8% |
| Admin fee / account holder | $4,124 | $5,755-28.3% | $14,673-71.9% | $5,403-23.7% |