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 | $55,808 | $54,762+1.9% | $90,281-38.2% | $72,985-23.5% |
| Participation rate | 55.2% | 65.1%-10.0pp | 73.3%-18.1pp | 69.5%-14.3pp |
| Annual return | 20.72% | 30.63%-9.9pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $586 | $2,092-72.0% | $2,854-79.5% | $2,440-76.0% |
| Participant deferral / active EE | $4,772 | $2,887+65.3% | $3,885+22.8% | $3,607+32.3% |
| Admin fee / account holder | $1,991 | $3,972-49.9% | $5,351-62.8% | $5,124-61.1% |