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 | $93,032 | $88,083+5.6% | $164,813-43.6% | $74,495+24.9% |
| Participation rate | 60.0% | 73.0%-13.0pp | 78.6%-18.6pp | 67.2%-7.2pp |
| Annual return | 11.89% | 17.26%-5.4pp | 69.93%-58.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,022 | $2,593-22.0% | $4,341-53.4% | $2,623-22.9% |
| Participant deferral / active EE | $3,851 | $4,498-14.4% | $6,031-36.1% | $4,346-11.4% |
| Admin fee / account holder | $4,859 | $2,234+117.5% | $12,690-61.7% | $1,942+150.2% |