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 | $55,791 | $54,350+2.7% | $82,719-32.6% | $68,494-18.5% |
| Participation rate | 61.5% | 63.9%-2.4pp | 72.6%-11.0pp | 67.9%-6.3pp |
| Annual return | -14.67% | -13.67%-1.0pp | 701.18%-715.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $615 | $2,218-72.3% | $3,009-79.5% | $2,596-76.3% |
| Participant deferral / active EE | $5,255 | $3,246+61.9% | $4,395+19.6% | $4,027+30.5% |
| Admin fee / account holder | $1,613 | $4,395-63.3% | $5,329-69.7% | $5,403-70.1% |