Filed November 29, 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 | $22,990 | $63,346-63.7% | $92,233-75.1% | $70,131-67.2% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 13.53% | 530.12%-516.6pp | 176.28%-162.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $668 | $2,471-73.0% | $3,679-81.8% | $2,342-71.5% |
| Participant deferral / active EE | $1,593 | $2,854-44.2% | $3,897-59.1% | $3,332-52.2% |
| Admin fee / account holder | $1,588 | $3,840-58.6% | $5,194-69.4% | $4,645-65.8% |