Filed December 21, 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 9-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 | $49,011 | $81,248-39.7% | $155,509-68.5% | $80,856-39.4% |
| Participation rate | 56.1% | 66.2%-10.1pp | 78.2%-22.1pp | 67.6%-11.5pp |
| Annual return | 22.62% | 33.31%-10.7pp | 64.67%-42.0pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,435 | $3,100-53.7% | $4,672-69.3% | $2,755-47.9% |
| Participant deferral / active EE | $2,016 | $3,452-41.6% | $5,626-64.2% | $4,296-53.1% |
| Admin fee / account holder | $1,872 | $7,997-76.6% | $15,912-88.2% | $6,918-72.9% |