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 | $91,402 | $106,584-14.2% | $101,326-9.8% | $142,382-35.8% |
| Participation rate | 68.2% | 82.7%-14.5pp | 81.5%-13.3pp | 80.1%-11.9pp |
| Annual return | 14.92% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,931 | $8,297-28.5% | $7,994-25.8% | $6,507-8.9% |
| Admin fee / account holder | $1,228 | $11,446-89.3% | $11,185-89.0% | $12,624-90.3% |