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 | $83,697 | $82,978+0.9% | $129,995-35.6% | $71,457+17.1% |
| Participation rate | 59.8% | 74.1%-14.2pp | 78.5%-18.7pp | 67.9%-8.1pp |
| Annual return | 15.29% | 20.60%-5.3pp | -137.18%+152.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,751 | $2,622-33.2% | $4,320-59.5% | $2,588-32.3% |
| Participant deferral / active EE | $3,426 | $4,432-22.7% | $5,820-41.1% | $4,289-20.1% |
| Admin fee / account holder | $16,125 | $1,729+832.6% | $10,614+51.9% | $1,587+915.8% |