Filed December 10, 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 | $67,522 | $63,904+5.7% | $89,340-24.4% | $67,986-0.7% |
| Participation rate | 67.3% | 54.3%+12.9pp | 69.6%-2.3pp | 57.2%+10.1pp |
| Annual return | 19.52% | 18.09%+1.4pp | 20.57%-1.0pp | 31.67%-12.1pp |
| Employer contribution / active EE | $1,839 | $1,627+13.0% | $2,231-17.6% | $2,019-8.9% |
| Participant deferral / active EE | $4,312 | $2,691+60.3% | $3,823+12.8% | $3,358+28.4% |
| Admin fee / account holder | $3,063 | $3,315-7.6% | $6,704-54.3% | $3,203-4.4% |