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 | $65,561+3.0% | $91,541-26.2% | $74,304-9.1% |
| Participation rate | 67.3% | 56.6%+10.7pp | 69.8%-2.5pp | 60.3%+6.9pp |
| Annual return | 19.52% | 17.68%+1.8pp | 20.50%-1.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,839 | $1,717+7.1% | $2,505-26.6% | $2,241-17.9% |
| Participant deferral / active EE | $4,312 | $2,918+47.8% | $4,008+7.6% | $3,767+14.5% |
| Admin fee / account holder | $3,063 | $3,333-8.1% | $6,956-56.0% | $2,969+3.2% |